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 | $6,603 | $85,766-92.3% | $136,294-95.2% | $70,131-90.6% |
| Participation rate | 82.1% | 74.2%+7.9pp | 81.9%+0.1pp | 69.5%+12.5pp |
| Annual return | 20.67% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $678 | $2,966-77.2% | $4,695-85.6% | $2,342-71.1% |
| Participant deferral / active EE | $2,023 | $5,051-59.9% | $6,247-67.6% | $3,332-39.3% |
| Admin fee / account holder | $477 | $5,420-91.2% | $9,243-94.8% | $4,645-89.7% |