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 | $8,003 | $77,314-89.6% | $177,989-95.5% | $80,856-90.1% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.6%+5.4pp |
| Annual return | 14.69% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,670 | $2,292-27.1% | $3,949-57.7% | $2,755-39.4% |
| Participant deferral / active EE | $530 | $4,411-88.0% | $6,276-91.6% | $4,296-87.7% |
| Admin fee / account holder | $45,726 | $7,191+535.9% | $10,363+341.2% | $6,918+561.0% |