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 | $31,264 | $138,347-77.4% | $184,203-83.0% | $80,856-61.3% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 11.84% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,579 | $4,850-46.8% | $6,427-59.9% | $2,755-6.4% |
| Participant deferral / active EE | $3,110 | $7,071-56.0% | $9,131-65.9% | $4,296-27.6% |
| Admin fee / account holder | $6,893 | $10,483-34.3% | $13,901-50.4% | $6,918-0.4% |