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 | $7,268 | $49,177-85.2% | $79,464-90.9% | $64,186-88.7% |
| Participation rate | 84.5% | 65.0%+19.5pp | 73.3%+11.1pp | 69.6%+14.9pp |
| Annual return | 5.01% | -1.16%+6.2pp | 718.14%-713.1pp | 7.63%-2.6pp |
| Employer contribution / active EE | $761 | $2,076-63.4% | $2,800-72.8% | $2,381-68.0% |
| Participant deferral / active EE | $417 | $2,821-85.2% | $3,704-88.7% | $3,470-88.0% |
| Admin fee / account holder | $387 | $3,839-89.9% | $5,113-92.4% | $4,888-92.1% |