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 | $18,292 | $198,466-90.8% | $170,442-89.3% | $147,584-87.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 16.81% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,357 | $6,184-78.1% | $5,433-75.0% | $4,876-72.2% |
| Participant deferral / active EE | $911 | $5,629-83.8% | $4,939-81.6% | $5,439-83.2% |
| Admin fee / account holder | $1,233 | $16,852-92.7% | $13,880-91.1% | $10,885-88.7% |