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 | $21,167 | $112,096-81.1% | $95,952-77.9% | $158,922-86.7% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 13.97% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $899 | $3,198-71.9% | $2,541-64.6% | $4,761-81.1% |
| Participant deferral / active EE | $1,258 | $4,784-73.7% | $4,167-69.8% | $5,982-79.0% |
| Admin fee / account holder | $3,304 | $10,130-67.4% | $6,795-51.4% | $11,246-70.6% |