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 | $15,685 | $125,758-87.5% | $169,993-90.8% | $75,163-79.1% |
| Participation rate | 74.5% | 83.6%-9.0pp | 87.0%-12.5pp | 67.2%+7.4pp |
| Annual return | 59.61% | 27.20%+32.4pp | 53.37%+6.2pp | 160.62%-101.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,429 | $6,837-20.6% | $10,408-47.8% | $4,125+31.6% |
| Admin fee / account holder | $1,015 | $8,173-87.6% | $12,815-92.1% | $5,651-82.0% |