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 | $8,160 | $85,202-90.4% | $172,739-95.3% | $72,985-88.8% |
| Participation rate | 98.0% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 20.45% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,280 | $3,324-61.5% | $5,143-75.1% | $2,440-47.5% |
| Participant deferral / active EE | $844 | $3,260-74.1% | $5,198-83.8% | $3,607-76.6% |
| Admin fee / account holder | $428 | $5,884-92.7% | $13,954-96.9% | $5,124-91.7% |