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 | $17,022 | $56,897-70.1% | $84,750-79.9% | $62,891-72.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.45% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,432 | $2,400+1.3% | $3,574-32.0% | $2,281+6.6% |
| Participant deferral / active EE | $620 | $2,709-77.1% | $3,712-83.3% | $3,203-80.6% |
| Admin fee / account holder | $2,614 | $3,581-27.0% | $5,332-51.0% | $4,296-39.2% |