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 | $16,417 | $101,724-83.9% | $164,813-90.0% | $80,856-79.7% |
| Participation rate | 88.6% | 71.8%+16.8pp | 78.6%+10.0pp | 67.6%+21.0pp |
| Annual return | 10.93% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,064 | $2,953-64.0% | $4,341-75.5% | $2,755-61.4% |
| Participant deferral / active EE | $1,870 | $4,477-58.2% | $6,031-69.0% | $4,296-56.5% |
| Admin fee / account holder | $1,636 | $8,227-80.1% | $12,690-87.1% | $6,918-76.4% |