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 4-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 | $4,908 | $202,432-97.6% | $169,368-97.1% | $139,434-96.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.69% | 531.74%-506.1pp | 405.60%-379.9pp | 372.94%-347.3pp |
| Employer contribution / active EE | $496 | $4,692-89.4% | $4,013-87.6% | $4,751-89.6% |
| Participant deferral / active EE | $4,549 | $6,938-34.4% | $6,221-26.9% | $6,710-32.2% |
| Admin fee / account holder | $920 | $10,708-91.4% | $9,003-89.8% | $11,403-91.9% |