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 | $39,250 | $148,978-73.7% | $200,582-80.4% | $84,808-53.7% |
| Participation rate | 79.3% | 84.2%-4.9pp | 86.9%-7.6pp | 68.3%+11.0pp |
| Annual return | 17.18% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,111 | $4,815-56.2% | $6,419-67.1% | $2,631-19.8% |
| Participant deferral / active EE | $3,063 | $7,142-57.1% | $9,331-67.2% | $4,212-27.3% |
| Admin fee / account holder | $2,277 | $13,977-83.7% | $16,305-86.0% | $7,344-69.0% |