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 | $5,778 | $226,064-97.4% | $182,532-96.8% | $152,861-96.2% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.4%-0.1pp |
| Annual return | 27.32% | 192.51%-165.2pp | 148.54%-121.2pp | 345.32%-318.0pp |
| Employer contribution / active EE | $784 | $4,978-84.2% | $4,076-80.8% | $4,762-83.5% |
| Participant deferral / active EE | $1,030 | $6,368-83.8% | $5,524-81.4% | $5,850-82.4% |
| Admin fee / account holder | $1,012 | $10,703-90.5% | $8,592-88.2% | $11,596-91.3% |