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 | $14,417 | $95,803-85.0% | $113,168-87.3% | $84,808-83.0% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 14.43% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $737 | $2,360-68.8% | $2,975-75.2% | $2,631-72.0% |
| Participant deferral / active EE | $1,761 | $4,242-58.5% | $5,107-65.5% | $4,212-58.2% |
| Admin fee / account holder | $3,596 | $8,989-60.0% | $12,068-70.2% | $7,344-51.0% |