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 | $20,801 | $87,013-76.1% | $106,213-80.4% | $80,856-74.3% |
| Participation rate | 90.1% | 70.4%+19.7pp | 75.3%+14.9pp | 67.6%+22.5pp |
| Annual return | 12.19% | 17.05%-4.9pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,836 | $2,395+60.1% | $3,171+20.9% | $2,755+39.2% |
| Participant deferral / active EE | $1,355 | $3,986-66.0% | $5,016-73.0% | $4,296-68.5% |
| Admin fee / account holder | $1,668 | $8,431-80.2% | $11,033-84.9% | $6,918-75.9% |