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 5-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 | $8,561 | $185,822-95.4% | $169,993-95.0% | $139,434-93.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.20% | 60.50%-29.3pp | 53.37%-22.2pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,298 | $7,590-82.9% | $6,785-80.9% | $4,751-72.7% |
| Participant deferral / active EE | $4,639 | $11,622-60.1% | $10,408-55.4% | $6,710-30.9% |
| Admin fee / account holder | $413 | $15,381-97.3% | $12,815-96.8% | $11,403-96.4% |