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 | $24,297 | $162,781-85.1% | $133,956-81.9% | $158,922-84.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 12.58% | 41.94%-29.4pp | 45.09%-32.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,071 | $4,975-78.5% | $3,919-72.7% | $4,761-77.5% |
| Participant deferral / active EE | $1,172 | $5,911-80.2% | $5,048-76.8% | $5,982-80.4% |
| Admin fee / account holder | $360 | $11,736-96.9% | $8,927-96.0% | $11,246-96.8% |