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 | $36,860 | $138,562-73.4% | $246,525-85.0% | $116,875-68.5% |
| Participation rate | 98.6% | 72.8%+25.7pp | 82.0%+16.6pp | 74.5%+24.0pp |
| Annual return | 18.98% | 16.14%+2.8pp | 0.46%+18.5pp | 16.29%+2.7pp |
| Employer contribution / active EE | $5,624 | $4,835+16.3% | $7,467-24.7% | $3,288+71.1% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $1,257 | $18,110-93.1% | $16,551-92.4% | $12,263-89.7% |