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 | $19,863 | $87,733-77.4% | $106,548-81.4% | $85,850-76.9% |
| Participation rate | 80.9% | 71.9%+8.9pp | 76.1%+4.7pp | 69.3%+11.5pp |
| Annual return | 12.44% | 21.86%-9.4pp | 26.80%-14.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $552 | $2,073-73.4% | $2,819-80.4% | $2,565-78.5% |
| Participant deferral / active EE | $571 | $3,469-83.5% | $4,398-87.0% | $3,952-85.6% |
| Admin fee / account holder | $653 | $6,767-90.4% | $7,407-91.2% | $6,260-89.6% |