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 | $9,141 | $46,869-80.5% | $122,332-92.5% | $70,131-87.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.40% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,473 | $1,288+169.7% | $4,050-14.3% | $2,342+48.3% |
| Participant deferral / active EE | $501 | $2,166-76.9% | $3,287-84.8% | $3,332-85.0% |
| Admin fee / account holder | $1,182 | $3,322-64.4% | $5,478-78.4% | $4,645-74.6% |