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 | $32,620 | $123,793-73.6% | $177,821-81.7% | $79,858-59.2% |
| Participation rate | 80.6% | 84.7%-4.0pp | 87.7%-7.1pp | 69.6%+11.0pp |
| Annual return | 14.29% | 22.82%-8.5pp | 48.32%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,382 | $4,095-66.3% | $5,918-76.7% | $2,471-44.1% |
| Participant deferral / active EE | $2,699 | $5,956-54.7% | $7,714-65.0% | $3,740-27.8% |
| Admin fee / account holder | $8,275 | $7,243+14.3% | $12,427-33.4% | $5,306+56.0% |