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 | $9,036 | $89,753-89.9% | $107,525-91.6% | $84,808-89.3% |
| Participation rate | 98.2% | 68.1%+30.1pp | 75.1%+23.1pp | 68.3%+29.9pp |
| Annual return | 59.58% | 29.48%+30.1pp | 181.32%-121.7pp | 40.90%+18.7pp |
| Employer contribution / active EE | $500 | $3,113-83.9% | $3,754-86.7% | $2,631-81.0% |
| Participant deferral / active EE | $2,752 | $4,056-32.2% | $5,116-46.2% | $4,212-34.7% |
| Admin fee / account holder | $1,271 | $7,222-82.4% | $8,919-85.7% | $7,344-82.7% |