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 | $15,236 | $127,386-88.0% | $115,037-86.8% | $125,391-87.8% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -1.29% | 31.28%-32.6pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,829 | $5,166-64.6% | $4,608-60.3% | $4,866-62.4% |
| Participant deferral / active EE | $1,826 | $6,423-71.6% | $6,026-69.7% | $5,352-65.9% |
| Admin fee / account holder | $5,381 | $9,516-43.4% | $8,175-34.2% | $9,540-43.6% |