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 | $14,554 | $175,202-91.7% | $149,673-90.3% | $139,434-89.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.57% | 166.71%-150.1pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $711 | $5,474-87.0% | $4,818-85.2% | $4,751-85.0% |
| Participant deferral / active EE | $4,455 | $6,519-31.7% | $5,680-21.6% | $6,710-33.6% |
| Admin fee / account holder | $1,033 | $16,150-93.6% | $13,210-92.2% | $11,403-90.9% |