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 10-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 | $18,164 | $135,635-86.6% | $110,238-83.5% | $135,375-86.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | 9.48% | 513.19%-503.7pp | 314.74%-305.3pp | 519.73%-510.3pp |
| Employer contribution / active EE | $899 | $4,906-81.7% | $3,826-76.5% | $4,779-81.2% |
| Participant deferral / active EE | $1,988 | $5,506-63.9% | $4,672-57.4% | $5,609-64.6% |
| Admin fee / account holder | $2,723 | $11,457-76.2% | $8,547-68.1% | $10,827-74.8% |