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 6-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 | $3,114 | $109,982-97.2% | $97,226-96.8% | $145,922-97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.53% | 242.90%-232.4pp | 75.13%-64.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $256 | $3,084-91.7% | $2,729-90.6% | $4,660-94.5% |
| Participant deferral / active EE | $2,792 | $4,676-40.3% | $4,264-34.5% | $6,688-58.3% |
| Admin fee / account holder | $2,265 | $6,221-63.6% | $5,654-59.9% | $13,397-83.1% |