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 | $7,026 | $81,248-91.4% | $155,509-95.5% | $80,856-91.3% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 21.66% | 33.31%-11.6pp | 64.67%-43.0pp | 35.59%-13.9pp |
| Employer contribution / active EE | $703 | $3,100-77.3% | $4,672-85.0% | $2,755-74.5% |
| Participant deferral / active EE | $788 | $3,452-77.2% | $5,626-86.0% | $4,296-81.6% |
| Admin fee / account holder | $626 | $7,997-92.2% | $15,912-96.1% | $6,918-91.0% |