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 | $13,134 | $165,335-92.1% | $149,696-91.2% | $158,922-91.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 12.95% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,523 | $5,103-70.1% | $4,644-67.2% | $4,761-68.0% |
| Participant deferral / active EE | $1,780 | $7,181-75.2% | $6,842-74.0% | $5,982-70.2% |
| Admin fee / account holder | $751 | $10,807-93.1% | $9,309-91.9% | $11,246-93.3% |