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 | $23,966 | $80,753-70.3% | $136,294-82.4% | $62,292-61.5% |
| Participation rate | 75.5% | 73.5%+2.0pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 16.81% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $955 | $2,884-66.9% | $4,695-79.7% | $2,042-53.2% |
| Participant deferral / active EE | $1,820 | $5,164-64.8% | $6,247-70.9% | $3,169-42.6% |
| Admin fee / account holder | $1,812 | $525+244.9% | $9,243-80.4% | $479+278.1% |