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 | $21,331 | $209,411-89.8% | $178,490-88.0% | $158,922-86.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.19% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,325 | $5,706-76.8% | $5,011-73.6% | $4,761-72.2% |
| Participant deferral / active EE | $1,869 | $5,954-68.6% | $5,202-64.1% | $5,982-68.8% |
| Admin fee / account holder | $10,220 | $17,074-40.1% | $13,984-26.9% | $11,246-9.1% |