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 | $22,522 | $167,484-86.6% | $151,611-85.1% | $134,475-83.3% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -15.94% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,106 | $6,829-69.2% | $6,166-65.9% | $4,740-55.6% |
| Participant deferral / active EE | $3,015 | $8,986-66.4% | $8,363-63.9% | $6,400-52.9% |
| Admin fee / account holder | $10,007 | $13,783-27.4% | $11,616-13.9% | $11,426-12.4% |