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 | $22,547 | $125,758-82.1% | $169,993-86.7% | $75,163-70.0% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 33.11% | 27.20%+5.9pp | 53.37%-20.3pp | 160.62%-127.5pp |
| Employer contribution / active EE | $1,551 | $4,615-66.4% | $6,785-77.1% | $2,670-41.9% |
| Participant deferral / active EE | $2,813 | $6,837-58.9% | $10,408-73.0% | $4,125-31.8% |
| Admin fee / account holder | $6,457 | $8,173-21.0% | $12,815-49.6% | $5,651+14.3% |