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 | $17,240 | $109,413-84.2% | $156,263-89.0% | $84,808-79.7% |
| Participation rate | 76.3% | 72.7%+3.6pp | 78.9%-2.6pp | 68.3%+8.0pp |
| Annual return | 14.22% | 20.18%-6.0pp | 59.47%-45.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,421 | $2,907-51.1% | $4,333-67.2% | $2,631-46.0% |
| Participant deferral / active EE | $1,159 | $4,590-74.7% | $6,158-81.2% | $4,212-72.5% |
| Admin fee / account holder | $42,404 | $9,357+353.2% | $14,255+197.5% | $7,344+477.4% |