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 | $31,627 | $95,803-67.0% | $113,168-72.1% | $84,808-62.7% |
| Participation rate | 71.7% | 72.9%-1.2pp | 76.6%-4.9pp | 68.3%+3.4pp |
| Annual return | 12.82% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,109 | $2,360-53.0% | $2,975-62.7% | $2,631-57.9% |
| Participant deferral / active EE | $1,285 | $4,242-69.7% | $5,107-74.8% | $4,212-69.5% |
| Admin fee / account holder | $881 | $8,989-90.2% | $12,068-92.7% | $7,344-88.0% |