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 | $18,035 | $103,376-82.6% | $87,100-79.3% | $152,861-88.2% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 16.47% | 28.10%-11.6pp | 28.19%-11.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,256 | $3,220-61.0% | $2,521-50.2% | $4,762-73.6% |
| Participant deferral / active EE | $1,330 | $4,778-72.2% | $4,049-67.1% | $5,850-77.3% |
| Admin fee / account holder | $19,330 | $12,205+58.4% | $7,497+157.9% | $11,596+66.7% |