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 | $8,311 | $77,634-89.3% | $156,549-94.7% | $62,891-86.8% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 5.61% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,581 | $3,444-54.1% | $5,501-71.3% | $2,281-30.7% |
| Participant deferral / active EE | $811 | $3,045-73.4% | $4,871-83.4% | $3,203-74.7% |
| Admin fee / account holder | $742 | $5,561-86.7% | $13,027-94.3% | $4,296-82.7% |