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 | $14,871 | $96,484-84.6% | $156,263-90.5% | $74,304-80.0% |
| Participation rate | 77.9% | 67.7%+10.2pp | 78.9%-1.0pp | 60.3%+17.5pp |
| Annual return | 21.69% | 17.73%+4.0pp | 59.47%-37.8pp | 29.43%-7.7pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,799 | $4,286-11.4% | $6,158-38.3% | $3,767+0.8% |
| Admin fee / account holder | $2,417 | $3,728-35.2% | $14,255-83.0% | $2,969-18.6% |