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 | $13,961 | $62,586-77.7% | $76,768-81.8% | $64,186-78.2% |
| Participation rate | 75.8% | 72.8%+3.0pp | 77.0%-1.2pp | 69.6%+6.2pp |
| Annual return | 0.03% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $645 | $1,832-64.8% | $2,485-74.0% | $2,381-72.9% |
| Participant deferral / active EE | $357 | $3,145-88.6% | $3,852-90.7% | $3,470-89.7% |
| Admin fee / account holder | $3,411 | $4,667-26.9% | $6,675-48.9% | $4,888-30.2% |