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 | $3,520 | $45,035-92.2% | $62,995-94.4% | $70,131-95.0% |
| Participation rate | 81.8% | 69.5%+12.3pp | 74.8%+7.0pp | 69.5%+12.3pp |
| Annual return | 16.17% | 18.76%-2.6pp | 87.57%-71.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $524 | $2,051-74.5% | $2,759-81.0% | $2,342-77.6% |
| Participant deferral / active EE | $585 | $2,465-76.2% | $3,329-82.4% | $3,332-82.4% |
| Admin fee / account holder | $1,084 | $2,834-61.8% | $3,600-69.9% | $4,645-76.7% |