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 | $10,681 | $91,538-88.3% | $129,995-91.8% | $75,163-85.8% |
| Participation rate | 74.5% | 71.4%+3.0pp | 78.5%-4.0pp | 67.2%+7.3pp |
| Annual return | 26.90% | -631.11%+658.0pp | -137.18%+164.1pp | 160.62%-133.7pp |
| Employer contribution / active EE | $5 | $2,845-99.8% | $4,320-99.9% | $2,670-99.8% |
| Participant deferral / active EE | $2,570 | $4,341-40.8% | $5,820-55.9% | $4,125-37.7% |
| Admin fee / account holder | $3,667 | $6,790-46.0% | $10,614-65.5% | $5,651-35.1% |