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 9-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 | $19,500 | $74,927-74.0% | $101,794-80.8% | $84,808-77.0% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.2%+11.9pp | 68.3%+12.8pp |
| Annual return | 15.21% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $378 | $1,522-75.1% | $2,289-83.5% | $2,631-85.6% |
| Participant deferral / active EE | $511 | $3,099-83.5% | $4,084-87.5% | $4,212-87.9% |
| Admin fee / account holder | $1,070 | $6,514-83.6% | $8,777-87.8% | $7,344-85.4% |