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 4-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 | $13,509 | $100,923-86.6% | $150,045-91.0% | $74,304-81.8% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.3%+5.7pp | 60.3%+27.7pp |
| Annual return | 38.11% | 51.77%-13.7pp | 62.55%-24.4pp | 29.43%+8.7pp |
| Employer contribution / active EE | $12 | $3,463-99.6% | $4,693-99.7% | $2,241-99.4% |
| Participant deferral / active EE | $4,906 | $6,709-26.9% | $7,997-38.6% | $3,767+30.2% |
| Admin fee / account holder | $861 | $2,767-68.9% | $13,435-93.6% | $2,969-71.0% |