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 | $19,309 | $73,933-73.9% | $96,683-80.0% | $75,163-74.3% |
| Participation rate | 72.3% | 66.4%+5.9pp | 74.3%-2.0pp | 67.2%+5.1pp |
| Annual return | 14.61% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,496 | $2,928-48.9% | $3,737-60.0% | $2,670-44.0% |
| Participant deferral / active EE | $977 | $3,659-73.3% | $4,878-80.0% | $4,125-76.3% |
| Admin fee / account holder | $3,622 | $5,216-30.6% | $6,730-46.2% | $5,651-35.9% |