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 | $128,395 | $244,740-47.5% | $206,214-37.7% | $357,791-64.1% |
| Participation rate | 91.3% | 84.9%+6.4pp | 82.4%+8.9pp | 85.6%+5.7pp |
| Annual return | 10.56% | -3.72%+14.3pp | -1.60%+12.2pp | 396.79%-386.2pp |
| Employer contribution / active EE | $0 | $7,019-100.0% | $5,967-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,356 | $4,983-72.8% | $4,649-70.8% | $5,521-75.4% |
| Admin fee / account holder | $6,900 | $15,419-55.3% | $13,671-49.5% | $28,387-75.7% |