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 | $8,506 | $64,307-86.8% | $57,343-85.2% | $125,391-93.2% |
| Participation rate | 81.3% | 78.6%+2.6pp | 75.1%+6.2pp | 83.2%-1.9pp |
| Annual return | 1.77% | 25.12%-23.4pp | 24.39%-22.6pp | 282.22%-280.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $376 | $3,848-90.2% | $3,162-88.1% | $5,352-93.0% |
| Admin fee / account holder | $1,384 | $5,242-73.6% | $3,356-58.8% | $9,540-85.5% |