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 | $29,175 | $124,881-76.6% | $209,409-86.1% | $116,875-75.0% |
| Participation rate | 96.0% | 75.8%+20.2pp | 80.4%+15.6pp | 74.5%+21.5pp |
| Annual return | 12.00% | 14.56%-2.6pp | 159.49%-147.5pp | 16.29%-4.3pp |
| Employer contribution / active EE | $1,093 | $2,588-57.8% | $5,035-78.3% | $3,288-66.8% |
| Participant deferral / active EE | $358 | $3,793-90.6% | $4,230-91.5% | $3,885-90.8% |
| Admin fee / account holder | $4,066 | $12,933-68.6% | $16,474-75.3% | $12,263-66.8% |