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 | $20,537 | $180,449-88.6% | $154,107-86.7% | $135,375-84.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.19% | 888.09%-886.9pp | 735.12%-733.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,740 | $6,035-71.2% | $5,298-67.2% | $4,779-63.6% |
| Participant deferral / active EE | $1,919 | $5,806-66.9% | $5,081-62.2% | $5,609-65.8% |
| Admin fee / account holder | $1,335 | $16,143-91.7% | $13,411-90.0% | $10,827-87.7% |