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 | $24,136 | $80,968-70.2% | $96,544-75.0% | $75,163-67.9% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 23.31% | 27.06%-3.8pp | 25.84%-2.5pp | 160.62%-137.3pp |
| Employer contribution / active EE | $1,411 | $2,282-38.1% | $2,965-52.4% | $2,670-47.1% |
| Participant deferral / active EE | $1,269 | $3,928-67.7% | $4,851-73.8% | $4,125-69.2% |
| Admin fee / account holder | $3,941 | $6,724-41.4% | $8,252-52.2% | $5,651-30.3% |