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 | $19,243 | $67,606-71.5% | $82,313-76.6% | $70,131-72.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.22% | 21.57%-9.3pp | 25.88%-13.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,519 | $1,755-13.4% | $2,428-37.4% | $2,342-35.1% |
| Participant deferral / active EE | $1,337 | $2,987-55.2% | $3,706-63.9% | $3,332-59.9% |
| Admin fee / account holder | $4,053 | $4,512-10.2% | $5,608-27.7% | $4,645-12.7% |