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 | $13,949 | $65,365-78.7% | $92,893-85.0% | $72,985-80.9% |
| Participation rate | 76.8% | 68.3%+8.5pp | 76.0%+0.8pp | 69.5%+7.3pp |
| Annual return | 25.53% | 42.10%-16.6pp | 109.41%-83.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $394 | $2,594-84.8% | $3,653-89.2% | $2,440-83.8% |
| Participant deferral / active EE | $2,076 | $3,128-33.6% | $4,236-51.0% | $3,607-42.4% |
| Admin fee / account holder | $619 | $4,251-85.4% | $5,794-89.3% | $5,124-87.9% |