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 | $172,747 | $293,860-41.2% | $237,244-27.2% | $357,791-51.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 12.24% | 4677.97%-4665.7pp | 4131.29%-4119.0pp | 396.79%-384.5pp |
| Employer contribution / active EE | $9,724 | $5,523+76.1% | $4,351+123.5% | $7,508+29.5% |
| Participant deferral / active EE | $5,177 | $4,397+17.7% | $4,056+27.6% | $5,521-6.2% |
| Admin fee / account holder | $11,928 | $21,223-43.8% | $18,030-33.8% | $28,387-58.0% |