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 | $24,383 | $72,492-66.4% | $87,100-72.0% | $72,985-66.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 20.31% | 24.46%-4.1pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $568 | $1,894-70.0% | $2,521-77.5% | $2,440-76.7% |
| Participant deferral / active EE | $1,293 | $3,270-60.4% | $4,049-68.1% | $3,607-64.1% |
| Admin fee / account holder | $473 | $5,055-90.6% | $7,497-93.7% | $5,124-90.8% |