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 | $14,317 | $159,602-91.0% | $150,045-90.5% | $142,382-89.9% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 29.54% | 70.24%-40.7pp | 62.55%-33.0pp | 217.08%-187.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,941 | $8,310-4.4% | $7,997-0.7% | $6,507+22.0% |
| Admin fee / account holder | $2,399 | $14,846-83.8% | $13,435-82.1% | $12,624-81.0% |