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 10-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 | $21,803 | $91,552-76.2% | $133,956-83.7% | $79,858-72.7% |
| Participation rate | 70.7% | 73.3%-2.7pp | 79.8%-9.1pp | 69.6%+1.1pp |
| Annual return | 37.65% | 61.85%-24.2pp | 45.09%-7.4pp | 31.71%+5.9pp |
| Employer contribution / active EE | $214 | $2,384-91.0% | $3,919-94.5% | $2,471-91.3% |
| Participant deferral / active EE | $2,628 | $3,733-29.6% | $5,048-47.9% | $3,740-29.7% |
| Admin fee / account holder | $2,316 | $6,321-63.4% | $8,927-74.1% | $5,306-56.4% |