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 | $31,712 | $94,529-66.5% | $140,016-77.4% | $64,186-50.6% |
| Participation rate | 93.7% | 84.1%+9.6pp | 87.5%+6.2pp | 69.6%+24.1pp |
| Annual return | -6.30% | 7.77%-14.1pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,324 | $3,812-65.3% | $5,606-76.4% | $2,381-44.4% |
| Participant deferral / active EE | $1,655 | $5,250-68.5% | $6,927-76.1% | $3,470-52.3% |
| Admin fee / account holder | $7,765 | $6,741+15.2% | $10,705-27.5% | $4,888+58.8% |