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 | $200,800 | $297,529-32.5% | $246,525-18.5% | $357,791-43.9% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 25.76% | -2.25%+28.0pp | 0.46%+25.3pp | 396.79%-371.0pp |
| Employer contribution / active EE | $3,373 | $8,709-61.3% | $7,467-54.8% | $7,508-55.1% |
| Participant deferral / active EE | $7,932 | $6,076+30.5% | $5,422+46.3% | $5,521+43.7% |
| Admin fee / account holder | $1,824 | $16,212-88.7% | $16,551-89.0% | $28,387-93.6% |