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 | $20,978 | $80,673-74.0% | $101,326-79.3% | $84,808-75.3% |
| Participation rate | 91.5% | 77.8%+13.7pp | 81.5%+10.0pp | 68.3%+23.2pp |
| Annual return | 18.39% | 38.95%-20.6pp | 36.82%-18.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,625 | $6,840-3.1% | $7,994-17.1% | $4,212+57.3% |
| Admin fee / account holder | $1,330 | $12,784-89.6% | $11,185-88.1% | $7,344-81.9% |