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 | $5,546 | $107,452-94.8% | $91,541-93.9% | $142,382-96.1% |
| Participation rate | 72.2% | 75.1%-2.9pp | 69.8%+2.4pp | 80.1%-7.9pp |
| Annual return | 14.99% | 22.06%-7.1pp | 20.50%-5.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $276 | $2,994-90.8% | $2,505-89.0% | $4,299-93.6% |
| Participant deferral / active EE | $293 | $4,754-93.8% | $4,008-92.7% | $6,507-95.5% |
| Admin fee / account holder | $303 | $8,834-96.6% | $6,956-95.6% | $12,624-97.6% |