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 5-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 | $16,870 | $88,634-81.0% | $101,326-83.4% | $74,304-77.3% |
| Participation rate | 74.0% | 76.9%-2.9pp | 81.5%-7.5pp | 60.3%+13.7pp |
| Annual return | 19.86% | 33.10%-13.2pp | 36.82%-17.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,719 | $2,930-41.3% | $3,665-53.1% | $2,241-23.3% |
| Participant deferral / active EE | $2,412 | $7,322-67.1% | $7,994-69.8% | $3,767-36.0% |
| Admin fee / account holder | $1,442 | $2,425-40.5% | $11,185-87.1% | $2,969-51.4% |