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 | $32,252 | $148,978-78.4% | $200,582-83.9% | $84,808-62.0% |
| Participation rate | 90.4% | 84.2%+6.2pp | 86.9%+3.5pp | 68.3%+22.1pp |
| Annual return | 16.86% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,421 | $4,815-49.7% | $6,419-62.3% | $2,631-8.0% |
| Participant deferral / active EE | $3,099 | $7,142-56.6% | $9,331-66.8% | $4,212-26.4% |
| Admin fee / account holder | $3,524 | $13,977-74.8% | $16,305-78.4% | $7,344-52.0% |