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 | $11,986 | $152,587-92.1% | $125,175-90.4% | $152,861-92.2% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 17.04% | 54.84%-37.8pp | 43.79%-26.7pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,419 | $4,946-51.1% | $3,865-37.4% | $4,762-49.2% |
| Participant deferral / active EE | $1,626 | $5,868-72.3% | $4,937-67.1% | $5,850-72.2% |
| Admin fee / account holder | $439 | $13,434-96.7% | $9,702-95.5% | $11,596-96.2% |