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 | $32,851 | $95,803-65.7% | $113,168-71.0% | $84,808-61.3% |
| Participation rate | 73.3% | 72.9%+0.5pp | 76.6%-3.2pp | 68.3%+5.0pp |
| Annual return | 12.38% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $478 | $2,360-79.8% | $2,975-84.0% | $2,631-81.9% |
| Participant deferral / active EE | $2,548 | $4,242-39.9% | $5,107-50.1% | $4,212-39.5% |
| Admin fee / account holder | $4,503 | $8,989-49.9% | $12,068-62.7% | $7,344-38.7% |