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 | $13,638 | $88,583-84.6% | $88,497-84.6% | $273,961-95.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.19% | 5.68%+0.5pp | 7.63%-1.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,128 | $4,502-30.5% | $4,036-22.5% | $4,869-35.8% |
| Participant deferral / active EE | $732 | $4,891-85.0% | $4,899-85.1% | $5,287-86.1% |
| Admin fee / account holder | $10,195 | $8,980+13.5% | $6,220+63.9% | $10,132+0.6% |