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 | $7,972 | $89,355-91.1% | $141,162-94.4% | $72,985-89.1% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 21.71% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $686 | $3,114-78.0% | $4,735-85.5% | $2,440-71.9% |
| Participant deferral / active EE | $1,512 | $5,418-72.1% | $6,709-77.5% | $3,607-58.1% |
| Admin fee / account holder | $316 | $5,958-94.7% | $10,261-96.9% | $5,124-93.8% |