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 10-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 | $18,896 | $201,272-90.6% | $184,203-89.7% | $145,922-87.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.77% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,163 | $7,022-83.4% | $6,427-81.9% | $4,660-75.0% |
| Participant deferral / active EE | $12,895 | $9,806+31.5% | $9,131+41.2% | $6,688+92.8% |
| Admin fee / account holder | $42,926 | $16,364+162.3% | $13,901+208.8% | $13,397+220.4% |