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 | $28,503 | $148,978-80.9% | $200,582-85.8% | $84,808-66.4% |
| Participation rate | 80.4% | 84.2%-3.8pp | 86.9%-6.5pp | 68.3%+12.1pp |
| Annual return | 35.70% | 28.16%+7.5pp | 42.33%-6.6pp | 40.90%-5.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,956 | $7,142+11.4% | $9,331-14.7% | $4,212+88.9% |
| Admin fee / account holder | $1,841 | $13,977-86.8% | $16,305-88.7% | $7,344-74.9% |