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 | $19,974 | $94,625-78.9% | $116,228-82.8% | $84,808-76.4% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 14.98% | 20.40%-5.4pp | 90.06%-75.1pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,492 | $2,347-36.4% | $2,994-50.2% | $2,631-43.3% |
| Participant deferral / active EE | $1,402 | $3,972-64.7% | $4,953-71.7% | $4,212-66.7% |
| Admin fee / account holder | $6,743 | $10,091-33.2% | $11,989-43.8% | $7,344-8.2% |