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 | $15,303 | $201,272-92.4% | $184,203-91.7% | $145,922-89.5% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 177.88% | 29.00%+148.9pp | 28.81%+149.1pp | 561.29%-383.4pp |
| Employer contribution / active EE | $359 | $7,022-94.9% | $6,427-94.4% | $4,660-92.3% |
| Participant deferral / active EE | $6,231 | $9,806-36.5% | $9,131-31.8% | $6,688-6.8% |
| Admin fee / account holder | $450 | $16,364-97.2% | $13,901-96.8% | $13,397-96.6% |