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 | $20,256 | $137,414-85.3% | $189,513-89.3% | $85,850-76.4% |
| Participation rate | 97.9% | 84.6%+13.3pp | 87.8%+10.1pp | 69.3%+28.6pp |
| Annual return | 11.79% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,565 | $4,344-17.9% | $6,162-42.1% | $2,565+39.0% |
| Participant deferral / active EE | $2,315 | $6,260-63.0% | $8,221-71.8% | $3,952-41.4% |
| Admin fee / account holder | $24,074 | $8,630+179.0% | $12,045+99.9% | $6,260+284.6% |