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 | $13,199 | $71,050-81.4% | $93,606-85.9% | $80,856-83.7% |
| Participation rate | 70.5% | 60.4%+10.1pp | 68.7%+1.8pp | 67.6%+2.9pp |
| Annual return | 12.84% | 11.26%+1.6pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $239 | $1,564-84.7% | $2,420-90.1% | $2,755-91.3% |
| Participant deferral / active EE | $1,606 | $4,034-60.2% | $4,411-63.6% | $4,296-62.6% |
| Admin fee / account holder | $2,017 | $6,945-71.0% | $8,285-75.7% | $6,918-70.8% |