See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,301 | $110,094-87.9% | $151,611-91.2% | $68,494-80.6% |
| Participation rate | 90.2% | 84.0%+6.2pp | 87.5%+2.7pp | 67.9%+22.3pp |
| Annual return | 14.81% | -10.12%+24.9pp | 3.33%+11.5pp | -7.84%+22.7pp |
| Employer contribution / active EE | $46 | $4,471-99.0% | $6,166-99.3% | $2,596-98.2% |
| Participant deferral / active EE | $8,679 | $6,527+33.0% | $8,363+3.8% | $4,027+115.5% |
| Admin fee / account holder | $3,301 | $7,719-57.2% | $11,616-71.6% | $5,403-38.9% |