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 3-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 | $11,416 | $80,673-85.8% | $101,326-88.7% | $84,808-86.5% |
| Participation rate | 91.8% | 77.8%+14.0pp | 81.5%+10.3pp | 68.3%+23.5pp |
| Annual return | 98.75% | 38.95%+59.8pp | 36.82%+61.9pp | 40.90%+57.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,371 | $6,840+7.8% | $7,994-7.8% | $4,212+75.0% |
| Admin fee / account holder | $923 | $12,784-92.8% | $11,185-91.8% | $7,344-87.4% |