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 | $3,157 | $72,492-95.6% | $87,100-96.4% | $72,985-95.7% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 21.61% | 24.46%-2.8pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,076 | $1,894-43.2% | $2,521-57.3% | $2,440-55.9% |
| Participant deferral / active EE | $1,260 | $3,270-61.5% | $4,049-68.9% | $3,607-65.1% |
| Admin fee / account holder | $311 | $5,055-93.8% | $7,497-95.9% | $5,124-93.9% |