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 | $18,625 | $185,822-90.0% | $169,993-89.0% | $139,434-86.6% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 15.89% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,504 | $7,590-80.2% | $6,785-77.8% | $4,751-68.3% |
| Participant deferral / active EE | $860 | $11,622-92.6% | $10,408-91.7% | $6,710-87.2% |
| Admin fee / account holder | $1,459 | $15,381-90.5% | $12,815-88.6% | $11,403-87.2% |