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 5-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 | $21,284 | $185,822-88.5% | $169,993-87.5% | $139,434-84.7% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 20.22% | 60.50%-40.3pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,237 | $7,590-83.7% | $6,785-81.8% | $4,751-74.0% |
| Participant deferral / active EE | $10,176 | $11,622-12.4% | $10,408-2.2% | $6,710+51.7% |
| Admin fee / account holder | $2,935 | $15,381-80.9% | $12,815-77.1% | $11,403-74.3% |