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 | $32,985 | $148,978-77.9% | $200,582-83.6% | $84,808-61.1% |
| Participation rate | 86.1% | 84.2%+1.8pp | 86.9%-0.8pp | 68.3%+17.8pp |
| Annual return | 14.63% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,418 | $4,815-49.8% | $6,419-62.3% | $2,631-8.1% |
| Participant deferral / active EE | $2,772 | $7,142-61.2% | $9,331-70.3% | $4,212-34.2% |
| Admin fee / account holder | $1,882 | $13,977-86.5% | $16,305-88.5% | $7,344-74.4% |