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 | $15,385 | $73,933-79.2% | $96,683-84.1% | $75,163-79.5% |
| Participation rate | 78.9% | 66.4%+12.5pp | 74.3%+4.6pp | 67.2%+11.8pp |
| Annual return | 13.54% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $3,643 | $2,928+24.4% | $3,737-2.5% | $2,670+36.4% |
| Participant deferral / active EE | $563 | $3,659-84.6% | $4,878-88.5% | $4,125-86.3% |
| Admin fee / account holder | $8,255 | $5,216+58.3% | $6,730+22.7% | $5,651+46.1% |