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 | $3,980 | $65,395-93.9% | $182,532-97.8% | $72,985-94.5% |
| Participation rate | 93.8% | 65.4%+28.3pp | 78.0%+15.8pp | 69.5%+24.3pp |
| Annual return | 28.64% | 27.68%+1.0pp | 148.54%-119.9pp | 81.00%-52.4pp |
| Employer contribution / active EE | $908 | $1,911-52.5% | $4,076-77.7% | $2,440-62.8% |
| Participant deferral / active EE | $1,137 | $3,563-68.1% | $5,524-79.4% | $3,607-68.5% |
| Admin fee / account holder | $376 | $4,245-91.1% | $8,592-95.6% | $5,124-92.7% |