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 4-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 | $15,686 | $81,460-80.7% | $103,333-84.8% | $80,856-80.6% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.6%+5.6pp |
| Annual return | 22.22% | 25.55%-3.3pp | 24.88%-2.7pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,682 | $3,105-13.6% | $3,868-30.7% | $2,755-2.6% |
| Participant deferral / active EE | $1,584 | $3,869-59.1% | $5,057-68.7% | $4,296-63.1% |
| Admin fee / account holder | $360 | $6,566-94.5% | $8,355-95.7% | $6,918-94.8% |