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 | $27,527 | $78,422-64.9% | $95,952-71.3% | $79,858-65.5% |
| Participation rate | 74.2% | 73.5%+0.7pp | 77.1%-2.9pp | 69.6%+4.6pp |
| Annual return | 12.68% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,129 | $1,945-42.0% | $2,541-55.6% | $2,471-54.3% |
| Participant deferral / active EE | $1,495 | $3,440-56.6% | $4,167-64.1% | $3,740-60.0% |
| Admin fee / account holder | $4,529 | $5,622-19.4% | $6,795-33.4% | $5,306-14.6% |