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 | $4,085 | $89,753-95.4% | $107,525-96.2% | $84,808-95.2% |
| Participation rate | 86.1% | 68.1%+18.1pp | 75.1%+11.0pp | 68.3%+17.8pp |
| Annual return | 22.20% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $623 | $3,113-80.0% | $3,754-83.4% | $2,631-76.3% |
| Participant deferral / active EE | $2,519 | $4,056-37.9% | $5,116-50.8% | $4,212-40.2% |
| Admin fee / account holder | $598 | $7,222-91.7% | $8,919-93.3% | $7,344-91.9% |