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 | $16,458 | $116,175-85.8% | $93,606-82.4% | $152,861-89.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 21.37% | 35.96%-14.6pp | 32.76%-11.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $679 | $3,218-78.9% | $2,718-75.0% | $4,762-85.7% |
| Participant deferral / active EE | $1,263 | $4,603-72.6% | $4,069-68.9% | $5,850-78.4% |
| Admin fee / account holder | $772 | $10,748-92.8% | $7,888-90.2% | $11,596-93.3% |