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 9-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 | $15,701 | $93,571-83.2% | $135,903-88.4% | $75,163-79.1% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 67.2%+12.5pp |
| Annual return | 15.29% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,062 | $3,537-13.4% | $4,856-37.0% | $2,670+14.7% |
| Participant deferral / active EE | $2,489 | $6,404-61.1% | $7,758-67.9% | $4,125-39.7% |
| Admin fee / account holder | $7,571 | $6,975+8.5% | $10,762-29.7% | $5,651+34.0% |