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 | $20,234 | $201,272-89.9% | $184,203-89.0% | $145,922-86.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.12% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,233 | $7,022-82.4% | $6,427-80.8% | $4,660-73.5% |
| Participant deferral / active EE | $3,973 | $9,806-59.5% | $9,131-56.5% | $6,688-40.6% |
| Admin fee / account holder | $474 | $16,364-97.1% | $13,901-96.6% | $13,397-96.5% |