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 | $11,245 | $75,828-85.2% | $147,614-92.4% | $59,632-81.1% |
| Participation rate | 95.0% | 71.6%+23.4pp | 84.6%+10.4pp | 68.7%+26.3pp |
| Annual return | -0.29% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $171 | $3,485-95.1% | $5,564-96.9% | $2,203-92.3% |
| Participant deferral / active EE | $1,245 | $3,130-60.2% | $4,895-74.6% | $3,192-61.0% |
| Admin fee / account holder | $1,239 | $5,985-79.3% | $11,611-89.3% | $4,297-71.2% |