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 | $7,199 | $81,248-91.1% | $155,509-95.4% | $80,856-91.1% |
| Participation rate | 82.2% | 66.2%+16.0pp | 78.2%+4.0pp | 67.6%+14.6pp |
| Annual return | 12.66% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $781 | $3,100-74.8% | $4,672-83.3% | $2,755-71.6% |
| Participant deferral / active EE | $470 | $3,452-86.4% | $5,626-91.7% | $4,296-89.1% |
| Admin fee / account holder | $960 | $7,997-88.0% | $15,912-94.0% | $6,918-86.1% |