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 | $17,609 | $185,822-90.5% | $169,993-89.6% | $139,434-87.4% |
| Participation rate | 90.5% | 87.8%+2.7pp | 87.0%+3.5pp | 80.3%+10.2pp |
| Annual return | 13.52% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,795 | $7,590-76.3% | $6,785-73.5% | $4,751-62.2% |
| Participant deferral / active EE | $1,533 | $11,622-86.8% | $10,408-85.3% | $6,710-77.2% |
| Admin fee / account holder | $4,787 | $15,381-68.9% | $12,815-62.6% | $11,403-58.0% |