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 | $37,198 | $125,758-70.4% | $169,993-78.1% | $75,163-50.5% |
| Participation rate | 83.6% | 83.6%0pp | 87.0%-3.4pp | 67.2%+16.4pp |
| Annual return | 15.71% | 27.20%-11.5pp | 53.37%-37.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,074 | $4,615-55.1% | $6,785-69.4% | $2,670-22.3% |
| Participant deferral / active EE | $2,650 | $6,837-61.2% | $10,408-74.5% | $4,125-35.8% |
| Admin fee / account holder | $2,777 | $8,173-66.0% | $12,815-78.3% | $5,651-50.9% |