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 | $19,213 | $78,422-75.5% | $95,952-80.0% | $79,858-75.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 22.82% | 19.37%+3.4pp | 91.61%-68.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $536 | $1,945-72.5% | $2,541-78.9% | $2,471-78.3% |
| Participant deferral / active EE | $1,540 | $3,440-55.2% | $4,167-63.0% | $3,740-58.8% |
| Admin fee / account holder | $5,073 | $5,622-9.8% | $6,795-25.4% | $5,306-4.4% |