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 | $5,206 | $181,894-97.1% | $156,549-96.7% | $273,961-98.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.57% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,841 | $6,248-70.5% | $5,501-66.5% | $4,869-62.2% |
| Participant deferral / active EE | $1,038 | $5,550-81.3% | $4,871-78.7% | $5,287-80.4% |
| Admin fee / account holder | $1,183 | $15,559-92.4% | $13,027-90.9% | $10,132-88.3% |