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 | $5,784 | $68,719-91.6% | $91,541-93.7% | $84,808-93.2% |
| Participation rate | 79.2% | 64.5%+14.7pp | 69.8%+9.5pp | 68.3%+10.9pp |
| Annual return | 26.43% | 19.12%+7.3pp | 20.50%+5.9pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,991 | $3,136-36.5% | $4,008-50.3% | $4,212-52.7% |
| Admin fee / account holder | $452 | $5,786-92.2% | $6,956-93.5% | $7,344-93.8% |