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 | $4,583 | $77,314-94.1% | $177,989-97.4% | $80,856-94.3% |
| Participation rate | 72.4% | 65.7%+6.7pp | 77.1%-4.7pp | 67.6%+4.8pp |
| Annual return | 14.04% | 18.09%-4.0pp | 294.48%-280.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $964 | $2,292-58.0% | $3,949-75.6% | $2,755-65.0% |
| Participant deferral / active EE | $1,118 | $4,411-74.6% | $6,276-82.2% | $4,296-74.0% |
| Admin fee / account holder | $4,025 | $7,191-44.0% | $10,363-61.2% | $6,918-41.8% |