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 6-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 | $26,438 | $95,803-72.4% | $113,168-76.6% | $84,808-68.8% |
| Participation rate | 78.4% | 72.9%+5.6pp | 76.6%+1.9pp | 68.3%+10.1pp |
| Annual return | 27.79% | 25.00%+2.8pp | 24.27%+3.5pp | 40.90%-13.1pp |
| Employer contribution / active EE | $922 | $2,360-60.9% | $2,975-69.0% | $2,631-64.9% |
| Participant deferral / active EE | $1,885 | $4,242-55.6% | $5,107-63.1% | $4,212-55.2% |
| Admin fee / account holder | $565 | $8,989-93.7% | $12,068-95.3% | $7,344-92.3% |