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 | $17,187 | $80,673-78.7% | $101,326-83.0% | $84,808-79.7% |
| Participation rate | 84.6% | 77.8%+6.8pp | 81.5%+3.1pp | 68.3%+16.3pp |
| Annual return | 32.97% | 38.95%-6.0pp | 36.82%-3.8pp | 40.90%-7.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,381 | $6,840+37.1% | $7,994+17.3% | $4,212+122.7% |
| Admin fee / account holder | $628 | $12,784-95.1% | $11,185-94.4% | $7,344-91.4% |