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 | $6,872 | $64,480-89.3% | $81,382-91.6% | $80,856-91.5% |
| Participation rate | 83.7% | 63.9%+19.9pp | 69.5%+14.2pp | 67.6%+16.1pp |
| Annual return | 14.01% | 16.34%-2.3pp | 24.73%-10.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $887 | $1,978-55.2% | $2,463-64.0% | $2,755-67.8% |
| Participant deferral / active EE | $251 | $3,094-91.9% | $3,883-93.5% | $4,296-94.2% |
| Admin fee / account holder | $2,056 | $5,671-63.8% | $5,768-64.4% | $6,918-70.3% |