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 | $26,638 | $94,625-71.8% | $116,228-77.1% | $84,808-68.6% |
| Participation rate | 76.7% | 70.4%+6.3pp | 74.6%+2.2pp | 68.3%+8.4pp |
| Annual return | 13.92% | 20.40%-6.5pp | 90.06%-76.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,483 | $2,347-36.8% | $2,994-50.5% | $2,631-43.6% |
| Participant deferral / active EE | $1,702 | $3,972-57.1% | $4,953-65.6% | $4,212-59.6% |
| Admin fee / account holder | $1,123 | $10,091-88.9% | $11,989-90.6% | $7,344-84.7% |