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 8-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 | $10,638 | $65,041-83.6% | $90,951-88.3% | $79,858-86.7% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.0%+1.4pp | 69.6%+0.7pp |
| Annual return | 18.94% | 30.45%-11.5pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $742 | $1,247-40.5% | $2,122-65.0% | $2,471-70.0% |
| Participant deferral / active EE | $920 | $2,512-63.4% | $3,373-72.7% | $3,740-75.4% |
| Admin fee / account holder | $799 | $4,536-82.4% | $5,959-86.6% | $5,306-84.9% |