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 | $1,888 | $54,705-96.5% | $71,209-97.3% | $84,808-97.8% |
| Participation rate | 72.1% | 64.1%+8.0pp | 73.8%-1.7pp | 68.3%+3.8pp |
| Annual return | 16.49% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $655 | $3,030-78.4% | $4,175-84.3% | $4,212-84.5% |
| Admin fee / account holder | $499 | $4,863-89.7% | $5,349-90.7% | $7,344-93.2% |