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 | $11,525 | $95,416-87.9% | $185,823-93.8% | $85,850-86.6% |
| Participation rate | 97.8% | 68.8%+29.0pp | 81.7%+16.1pp | 69.3%+28.5pp |
| Annual return | 14.77% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $640 | $3,314-80.7% | $5,167-87.6% | $2,565-75.0% |
| Participant deferral / active EE | $860 | $3,423-74.9% | $5,568-84.6% | $3,952-78.2% |
| Admin fee / account holder | $611 | $7,213-91.5% | $16,237-96.2% | $6,260-90.2% |