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 | $20,612 | $217,402-90.5% | $185,823-88.9% | $167,490-87.7% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 29.05% | 148.36%-119.3pp | 122.05%-93.0pp | 478.56%-449.5pp |
| Employer contribution / active EE | $1,957 | $5,873-66.7% | $5,167-62.1% | $4,837-59.5% |
| Participant deferral / active EE | $564 | $6,356-91.1% | $5,568-89.9% | $6,341-91.1% |
| Admin fee / account holder | $1,609 | $19,811-91.9% | $16,237-90.1% | $12,309-86.9% |