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 | $16,996 | $78,672-78.4% | $109,143-84.4% | $85,850-80.2% |
| Participation rate | 86.4% | 68.3%+18.1pp | 75.9%+10.5pp | 69.3%+17.0pp |
| Annual return | 26.04% | 25.09%+1.0pp | 25.75%+0.3pp | 318.53%-292.5pp |
| Employer contribution / active EE | $708 | $2,735-74.1% | $3,722-81.0% | $2,565-72.4% |
| Participant deferral / active EE | $455 | $3,467-86.9% | $4,653-90.2% | $3,952-88.5% |
| Admin fee / account holder | $1,731 | $5,469-68.4% | $6,752-74.4% | $6,260-72.4% |