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 | $14,197 | $65,365-78.3% | $92,893-84.7% | $72,985-80.5% |
| Participation rate | 78.9% | 68.3%+10.6pp | 76.0%+2.9pp | 69.5%+9.4pp |
| Annual return | 21.73% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,968 | $2,594+53.0% | $3,653+8.6% | $2,440+62.6% |
| Participant deferral / active EE | $361 | $3,128-88.5% | $4,236-91.5% | $3,607-90.0% |
| Admin fee / account holder | $2,118 | $4,251-50.2% | $5,794-63.4% | $5,124-58.7% |