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 | $9,867 | $49,177-79.9% | $79,464-87.6% | $64,186-84.6% |
| Participation rate | 82.9% | 65.0%+17.9pp | 73.3%+9.6pp | 69.6%+13.4pp |
| Annual return | 9.52% | -1.16%+10.7pp | 718.14%-708.6pp | 7.63%+1.9pp |
| Employer contribution / active EE | $313 | $2,076-84.9% | $2,800-88.8% | $2,381-86.8% |
| Participant deferral / active EE | $41 | $2,821-98.5% | $3,704-98.9% | $3,470-98.8% |
| Admin fee / account holder | $451 | $3,839-88.2% | $5,113-91.2% | $4,888-90.8% |