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 | $21,825 | $152,587-85.7% | $125,175-82.6% | $152,861-85.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 14.96% | 54.84%-39.9pp | 43.79%-28.8pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,170 | $4,946-76.4% | $3,865-69.7% | $4,762-75.4% |
| Participant deferral / active EE | $1,631 | $5,868-72.2% | $4,937-67.0% | $5,850-72.1% |
| Admin fee / account holder | $554 | $13,434-95.9% | $9,702-94.3% | $11,596-95.2% |