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 | $33,441 | $148,978-77.6% | $200,582-83.3% | $84,808-60.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.92% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,845 | $4,815+21.4% | $6,419-8.9% | $2,631+122.2% |
| Participant deferral / active EE | $3,108 | $7,142-56.5% | $9,331-66.7% | $4,212-26.2% |
| Admin fee / account holder | $5,543 | $13,977-60.3% | $16,305-66.0% | $7,344-24.5% |