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 | $23,725 | $168,632-85.9% | $147,614-83.9% | $125,391-81.1% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 0.55% | 77.65%-77.1pp | 61.98%-61.4pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,094 | $6,252-66.5% | $5,564-62.4% | $4,866-57.0% |
| Participant deferral / active EE | $794 | $5,507-85.6% | $4,895-83.8% | $5,352-85.2% |
| Admin fee / account holder | $2,412 | $13,580-82.2% | $11,611-79.2% | $9,540-74.7% |