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 | $26,356 | $123,793-78.7% | $177,821-85.2% | $79,858-67.0% |
| Participation rate | 74.2% | 84.7%-10.5pp | 87.7%-13.6pp | 69.6%+4.5pp |
| Annual return | 13.26% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $923 | $5,956-84.5% | $7,714-88.0% | $3,740-75.3% |
| Admin fee / account holder | $3,586 | $7,243-50.5% | $12,427-71.1% | $5,306-32.4% |