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 6-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 | $4,760 | $177,572-97.3% | $154,803-96.9% | $142,382-96.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.81% | 65.07%-38.3pp | 58.88%-32.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $499 | $4,810-89.6% | $4,305-88.4% | $4,299-88.4% |
| Participant deferral / active EE | $2,852 | $6,272-54.5% | $5,540-48.5% | $6,507-56.2% |
| Admin fee / account holder | $2,877 | $16,786-82.9% | $14,329-79.9% | $12,624-77.2% |