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 | $20,965 | $209,411-90.0% | $178,490-88.3% | $158,922-86.8% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 12.41% | 188.75%-176.3pp | 151.07%-138.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,571 | $5,706-72.5% | $5,011-68.7% | $4,761-67.0% |
| Participant deferral / active EE | $1,934 | $5,954-67.5% | $5,202-62.8% | $5,982-67.7% |
| Admin fee / account holder | $19,002 | $17,074+11.3% | $13,984+35.9% | $11,246+69.0% |