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 | $16,938 | $148,978-88.6% | $200,582-91.6% | $84,808-80.0% |
| Participation rate | 86.6% | 84.2%+2.4pp | 86.9%-0.3pp | 68.3%+18.3pp |
| Annual return | 161.25% | 28.16%+133.1pp | 42.33%+118.9pp | 40.90%+120.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,047 | $7,142-29.3% | $9,331-45.9% | $4,212+19.8% |
| Admin fee / account holder | $461 | $13,977-96.7% | $16,305-97.2% | $7,344-93.7% |