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 | $16,257 | $817,678-98.0% | $392,568-95.9% | $152,861-89.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.1%-8.1pp | 82.4%-12.4pp |
| Annual return | 20.63% | 22.84%-2.2pp | 24.42%-3.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $886 | $5,502-83.9% | $3,783-76.6% | $4,762-81.4% |
| Participant deferral / active EE | $1,796 | $8,398-78.6% | $5,985-70.0% | $5,850-69.3% |
| Admin fee / account holder | $1,707 | $12,095-85.9% | $6,260-72.7% | $11,596-85.3% |