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 | $18,499 | $102,317-81.9% | $146,958-87.4% | $80,856-77.1% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.2%+6.2pp | 67.6%+20.7pp |
| Annual return | 146.13% | 134.76%+11.4pp | 418.34%-272.2pp | 35.59%+110.5pp |
| Employer contribution / active EE | $827 | $3,713-77.7% | $4,933-83.2% | $2,755-70.0% |
| Participant deferral / active EE | $5,434 | $6,644-18.2% | $8,070-32.7% | $4,296+26.5% |
| Admin fee / account holder | $486 | $7,941-93.9% | $12,998-96.3% | $6,918-93.0% |