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 | $2,710 | $118,849-97.7% | $96,562-97.2% | $167,490-98.4% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 17.21% | 50.49%-33.3pp | 37.78%-20.6pp | 478.56%-461.3pp |
| Employer contribution / active EE | $783 | $3,120-74.9% | $2,356-66.8% | $4,837-83.8% |
| Participant deferral / active EE | $997 | $4,616-78.4% | $3,849-74.1% | $6,341-84.3% |
| Admin fee / account holder | $612 | $8,065-92.4% | $6,181-90.1% | $12,309-95.0% |