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 3-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 | $3,376 | $83,902-96.0% | $167,512-98.0% | $84,808-96.0% |
| Participation rate | 98.4% | 66.5%+31.9pp | 77.1%+21.4pp | 68.3%+30.1pp |
| Annual return | 19.04% | 91.55%-72.5pp | 1615.79%-1596.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $73 | $2,264-96.8% | $3,882-98.1% | $2,631-97.2% |
| Participant deferral / active EE | $1,797 | $4,442-59.6% | $6,405-71.9% | $4,212-57.3% |
| Admin fee / account holder | $594 | $7,915-92.5% | $9,769-93.9% | $7,344-91.9% |