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 | $31,137 | $197,591-84.2% | $177,821-82.5% | $158,922-80.4% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 8.83% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,054 | $6,697-69.3% | $5,918-65.3% | $4,761-56.9% |
| Participant deferral / active EE | $2,458 | $8,405-70.8% | $7,714-68.1% | $5,982-58.9% |
| Admin fee / account holder | $4,033 | $15,399-73.8% | $12,427-67.5% | $11,246-64.1% |