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 | $27,107 | $138,347-80.4% | $184,203-85.3% | $80,856-66.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.36% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,689 | $4,850-65.2% | $6,427-73.7% | $2,755-38.7% |
| Participant deferral / active EE | $3,043 | $7,071-57.0% | $9,131-66.7% | $4,296-29.2% |
| Admin fee / account holder | $5,041 | $10,483-51.9% | $13,901-63.7% | $6,918-27.1% |