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 | $17,196 | $98,240-82.5% | $82,313-79.1% | $147,584-88.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.67% | 30.85%-18.2pp | 25.88%-13.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $861 | $3,192-73.0% | $2,428-64.5% | $4,876-82.3% |
| Participant deferral / active EE | $506 | $4,383-88.4% | $3,706-86.3% | $5,439-90.7% |
| Admin fee / account holder | $3,364 | $8,563-60.7% | $5,608-40.0% | $10,885-69.1% |