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 | $15,442 | $62,586-75.3% | $76,768-79.9% | $64,186-75.9% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.3pp |
| Annual return | 11.57% | -1.95%+13.5pp | 2.43%+9.1pp | 7.63%+3.9pp |
| Employer contribution / active EE | $1,827 | $1,832-0.3% | $2,485-26.5% | $2,381-23.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,526 | $4,667-67.3% | $6,675-77.1% | $4,888-68.8% |