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 | $6,074 | $89,753-93.2% | $107,525-94.4% | $84,808-92.8% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 54.92% | 29.48%+25.4pp | 181.32%-126.4pp | 40.90%+14.0pp |
| Employer contribution / active EE | $478 | $3,113-84.7% | $3,754-87.3% | $2,631-81.8% |
| Participant deferral / active EE | $2,492 | $4,056-38.6% | $5,116-51.3% | $4,212-40.8% |
| Admin fee / account holder | $500 | $7,222-93.1% | $8,919-94.4% | $7,344-93.2% |