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 | $6,795 | $124,319-94.5% | $111,297-93.9% | $167,490-95.9% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 4510.64% | 37.44%+4473.2pp | 54.65%+4456.0pp | 478.56%+4032.1pp |
| Employer contribution / active EE | $606 | $3,435-82.4% | $2,731-77.8% | $4,837-87.5% |
| Participant deferral / active EE | $3,138 | $5,180-39.4% | $4,487-30.1% | $6,341-50.5% |
| Admin fee / account holder | $7,685 | $10,618-27.6% | $7,964-3.5% | $12,309-37.6% |