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 6-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 | $15,342 | $68,346-77.6% | $94,646-83.8% | $75,163-79.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 80.8%+9.2pp | 67.2%+22.8pp |
| Annual return | 40.13% | 616.93%-576.8pp | 156.71%-116.6pp | 160.62%-120.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,470 | $6,537+44.9% | $7,418+27.7% | $4,125+129.6% |
| Admin fee / account holder | $428 | $5,326-92.0% | $7,231-94.1% | $5,651-92.4% |