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 | $9,624 | $99,341-90.3% | $84,750-88.6% | $273,961-96.5% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 8.24% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,648 | $4,214+81.5% | $3,574+114.0% | $4,869+57.1% |
| Participant deferral / active EE | $248 | $4,269-94.2% | $3,712-93.3% | $5,287-95.3% |
| Admin fee / account holder | $508 | $6,644-92.4% | $5,332-90.5% | $10,132-95.0% |