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 | $5,969 | $85,766-93.0% | $136,294-95.6% | $70,131-91.5% |
| Participation rate | 73.7% | 74.2%-0.5pp | 81.9%-8.2pp | 69.5%+4.1pp |
| Annual return | 19.15% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,978 | $2,966+0.4% | $4,695-36.6% | $2,342+27.1% |
| Participant deferral / active EE | $1,135 | $5,051-77.5% | $6,247-81.8% | $3,332-65.9% |
| Admin fee / account holder | $1,369 | $5,420-74.7% | $9,243-85.2% | $4,645-70.5% |