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 | $13,262 | $72,492-81.7% | $87,100-84.8% | $72,985-81.8% |
| Participation rate | 83.5% | 72.8%+10.7pp | 76.9%+6.7pp | 69.5%+14.1pp |
| Annual return | 40.42% | 24.46%+16.0pp | 28.19%+12.2pp | 81.00%-40.6pp |
| Employer contribution / active EE | $1,169 | $1,894-38.3% | $2,521-53.6% | $2,440-52.1% |
| Participant deferral / active EE | $1,169 | $3,270-64.2% | $4,049-71.1% | $3,607-67.6% |
| Admin fee / account holder | $492 | $5,055-90.3% | $7,497-93.4% | $5,124-90.4% |