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 | $20,345 | $105,181-80.7% | $159,436-87.2% | $85,850-76.3% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.8%-12.3pp | 69.3%+1.2pp |
| Annual return | 15.39% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,492 | $3,318-55.0% | $4,829-69.1% | $2,565-41.8% |
| Participant deferral / active EE | $2,105 | $5,945-64.6% | $7,352-71.4% | $3,952-46.7% |
| Admin fee / account holder | $1,516 | $6,933-78.1% | $10,799-86.0% | $6,260-75.8% |