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 | $15,593 | $77,503-79.9% | $100,391-84.5% | $80,856-80.7% |
| Participation rate | 95.3% | 76.9%+18.4pp | 81.5%+13.8pp | 67.6%+27.7pp |
| Annual return | 29.77% | 37.20%-7.4pp | 49.20%-19.4pp | 35.59%-5.8pp |
| Employer contribution / active EE | $1 | $2,801-99.9% | $3,942-100.0% | $2,755-99.9% |
| Participant deferral / active EE | $6,768 | $6,820-0.8% | $8,082-16.3% | $4,296+57.6% |
| Admin fee / account holder | $1,729 | $5,897-70.7% | $7,899-78.1% | $6,918-75.0% |