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 | $21,870 | $201,272-89.1% | $184,203-88.1% | $145,922-85.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.44% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,264 | $7,022-53.5% | $6,427-49.2% | $4,660-29.9% |
| Participant deferral / active EE | $480 | $9,806-95.1% | $9,131-94.7% | $6,688-92.8% |
| Admin fee / account holder | $31,344 | $16,364+91.5% | $13,901+125.5% | $13,397+134.0% |