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 | $114,895 | $174,892-34.3% | $135,584-15.3% | $357,791-67.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 74.9%+25.1pp | 85.6%+14.4pp |
| Annual return | 13.61% | -8.84%+22.4pp | -6.29%+19.9pp | 396.79%-383.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $2,978-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $5,137 | $4,096+25.4% | $3,505+46.5% | $5,521-7.0% |
| Admin fee / account holder | $26,871 | $8,977+199.3% | $7,720+248.1% | $28,387-5.3% |