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 | $8,901 | $48,046-81.5% | $84,611-89.5% | $72,985-87.8% |
| Participation rate | 92.6% | 57.6%+35.1pp | 68.2%+24.4pp | 69.5%+23.2pp |
| Annual return | 22.42% | 37.38%-15.0pp | 258.74%-236.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $314 | $1,602-80.4% | $2,652-88.2% | $2,440-87.1% |
| Participant deferral / active EE | $674 | $2,680-74.8% | $3,899-82.7% | $3,607-81.3% |
| Admin fee / account holder | $409 | $3,395-87.9% | $4,912-91.7% | $5,124-92.0% |