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 | $20,660 | $154,117-86.6% | $129,995-84.1% | $139,434-85.2% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 11.31% | 32.48%-21.2pp | -137.18%+148.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,398 | $6,710-79.2% | $5,820-76.0% | $6,710-79.2% |
| Admin fee / account holder | $7,412 | $14,007-47.1% | $10,614-30.2% | $11,403-35.0% |