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 | $5,288 | $99,985-94.7% | $146,665-96.4% | $85,850-93.8% |
| Participation rate | 89.7% | 73.1%+16.6pp | 80.1%+9.6pp | 69.3%+20.3pp |
| Annual return | 37.55% | 18.93%+18.6pp | 22.74%+14.8pp | 318.53%-281.0pp |
| Employer contribution / active EE | $728 | $2,559-71.6% | $4,136-82.4% | $2,565-71.6% |
| Participant deferral / active EE | $1,321 | $4,006-67.0% | $5,506-76.0% | $3,952-66.6% |
| Admin fee / account holder | $770 | $7,702-90.0% | $10,280-92.5% | $6,260-87.7% |