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 | $7,647 | $63,346-87.9% | $92,233-91.7% | $70,131-89.1% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 19.47% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,418 | $2,471-42.6% | $3,679-61.5% | $2,342-39.5% |
| Participant deferral / active EE | $522 | $2,854-81.7% | $3,897-86.6% | $3,332-84.3% |
| Admin fee / account holder | $503 | $3,840-86.9% | $5,194-90.3% | $4,645-89.2% |