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 | $20,862 | $181,894-88.5% | $156,549-86.7% | $273,961-92.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.50% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,517 | $6,248-75.7% | $5,501-72.4% | $4,869-68.8% |
| Participant deferral / active EE | $1,249 | $5,550-77.5% | $4,871-74.3% | $5,287-76.4% |
| Admin fee / account holder | $413 | $15,559-97.3% | $13,027-96.8% | $10,132-95.9% |