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 | $8,480 | $91,037-90.7% | $71,671-88.2% | $147,584-94.3% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 13.56% | 20.48%-6.9pp | 20.65%-7.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $777 | $3,327-76.6% | $2,460-68.4% | $4,876-84.1% |
| Participant deferral / active EE | $777 | $4,498-82.7% | $3,438-77.4% | $5,439-85.7% |
| Admin fee / account holder | $1,982 | $8,613-77.0% | $5,558-64.3% | $10,885-81.8% |