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 | $27,370 | $100,326-72.7% | $180,183-84.8% | $84,808-67.7% |
| Participation rate | 86.5% | 71.0%+15.5pp | 77.4%+9.1pp | 68.3%+18.2pp |
| Annual return | 13.65% | 17.86%-4.2pp | 27.86%-14.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,012 | $5,066-60.3% | $6,822-70.5% | $4,212-52.2% |
| Admin fee / account holder | $360 | $9,674-96.3% | $19,975-98.2% | $7,344-95.1% |