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 | $28,911 | $198,466-85.4% | $170,442-83.0% | $147,584-80.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.27% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,162 | $6,184-81.2% | $5,433-78.6% | $4,876-76.2% |
| Participant deferral / active EE | $2,392 | $5,629-57.5% | $4,939-51.6% | $5,439-56.0% |
| Admin fee / account holder | $967 | $16,852-94.3% | $13,880-93.0% | $10,885-91.1% |