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 | $26,249 | $95,803-72.6% | $113,168-76.8% | $84,808-69.0% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 14.56% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,603 | $2,360-32.1% | $2,975-46.1% | $2,631-39.1% |
| Participant deferral / active EE | $1,616 | $4,242-61.9% | $5,107-68.3% | $4,212-61.6% |
| Admin fee / account holder | $494 | $8,989-94.5% | $12,068-95.9% | $7,344-93.3% |