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.
Participant 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 | $33,516 | $137,414-75.6% | $189,513-82.3% | $85,850-61.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 15.08% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,721 | $4,344-60.4% | $6,162-72.1% | $2,565-32.9% |
| Participant deferral / active EE | $2,978 | $6,260-52.4% | $8,221-63.8% | $3,952-24.7% |
| Admin fee / account holder | $1,562 | $8,630-81.9% | $12,045-87.0% | $6,260-75.1% |