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 | $24,881 | $183,963-86.5% | $162,163-84.7% | $152,861-83.7% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.6%-6.6pp | 82.4%-1.5pp |
| Annual return | 16.06% | 150.76%-134.7pp | 115.59%-99.5pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,423 | $6,371-77.7% | $5,614-74.6% | $4,762-70.1% |
| Participant deferral / active EE | $1,696 | $8,034-78.9% | $7,298-76.8% | $5,850-71.0% |
| Admin fee / account holder | $645 | $13,121-95.1% | $10,843-94.0% | $11,596-94.4% |