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 | $9,158 | $127,777-92.8% | $106,548-91.4% | $167,490-94.5% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 12.44% | 33.87%-21.4pp | 26.80%-14.4pp | 478.56%-466.1pp |
| Employer contribution / active EE | $544 | $3,427-84.1% | $2,819-80.7% | $4,837-88.8% |
| Participant deferral / active EE | $666 | $5,087-86.9% | $4,398-84.8% | $6,341-89.5% |
| Admin fee / account holder | $1,063 | $11,228-90.5% | $7,407-85.6% | $12,309-91.4% |