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 | $5,244 | $60,892-91.4% | $82,389-93.6% | $84,808-93.8% |
| Participation rate | 71.6% | 63.3%+8.3pp | 69.5%+2.0pp | 68.3%+3.3pp |
| Annual return | 17.51% | 37.29%-19.8pp | 28.67%-11.2pp | 40.90%-23.4pp |
| Employer contribution / active EE | $282 | $1,779-84.1% | $2,517-88.8% | $2,631-89.3% |
| Participant deferral / active EE | $1,114 | $3,179-65.0% | $4,155-73.2% | $4,212-73.6% |
| Admin fee / account holder | $1,105 | $5,467-79.8% | $7,231-84.7% | $7,344-85.0% |