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 5-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 | $619 | $88,751-99.3% | $81,812-99.2% | $145,922-99.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 30.88% | 1025.40%-994.5pp | 773.79%-742.9pp | 561.29%-530.4pp |
| Employer contribution / active EE | $278 | $3,083-91.0% | $2,912-90.5% | $4,660-94.0% |
| Participant deferral / active EE | $729 | $4,643-84.3% | $4,319-83.1% | $6,688-89.1% |
| Admin fee / account holder | $701 | $8,415-91.7% | $7,386-90.5% | $13,397-94.8% |