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 | $11,076 | $94,625-88.3% | $116,228-90.5% | $84,808-86.9% |
| Participation rate | 95.2% | 70.4%+24.7pp | 74.6%+20.6pp | 68.3%+26.9pp |
| Annual return | 16.01% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $689 | $2,347-70.6% | $2,994-77.0% | $2,631-73.8% |
| Participant deferral / active EE | $980 | $3,972-75.3% | $4,953-80.2% | $4,212-76.7% |
| Admin fee / account holder | $649 | $10,091-93.6% | $11,989-94.6% | $7,344-91.2% |