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 | $16,058 | $197,591-91.9% | $177,821-91.0% | $158,922-89.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.61% | 58.76%-47.1pp | 48.32%-36.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,646 | $6,697-75.4% | $5,918-72.2% | $4,761-65.4% |
| Participant deferral / active EE | $2,221 | $8,405-73.6% | $7,714-71.2% | $5,982-62.9% |
| Admin fee / account holder | $1,331 | $15,399-91.4% | $12,427-89.3% | $11,246-88.2% |