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 | $7,085 | $80,717-91.2% | $154,803-95.4% | $84,808-91.6% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 15.04% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $617 | $2,761-77.7% | $4,305-85.7% | $2,631-76.6% |
| Participant deferral / active EE | $770 | $3,303-76.7% | $5,540-86.1% | $4,212-81.7% |
| Admin fee / account holder | $478 | $6,746-92.9% | $14,329-96.7% | $7,344-93.5% |