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 | $17,983 | $81,460-77.9% | $103,333-82.6% | $80,856-77.8% |
| Participation rate | 74.5% | 66.8%+7.7pp | 74.5%0pp | 67.6%+6.9pp |
| Annual return | 11.05% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,753 | $3,105+20.9% | $3,868-3.0% | $2,755+36.2% |
| Participant deferral / active EE | $79 | $3,869-98.0% | $5,057-98.4% | $4,296-98.2% |
| Admin fee / account holder | $4,935 | $6,566-24.8% | $8,355-40.9% | $6,918-28.7% |