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 | $10,195 | $76,000-86.6% | $154,107-93.4% | $64,186-84.1% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.7pp | 69.6%+0.8pp |
| Annual return | 4.63% | 30.32%-25.7pp | 735.12%-730.5pp | 7.63%-3.0pp |
| Employer contribution / active EE | $943 | $3,351-71.9% | $5,298-82.2% | $2,381-60.4% |
| Participant deferral / active EE | $413 | $3,175-87.0% | $5,081-91.9% | $3,470-88.1% |
| Admin fee / account holder | $5,223 | $5,596-6.7% | $13,411-61.1% | $4,888+6.9% |