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 | $28,295 | $99,985-71.7% | $146,665-80.7% | $85,850-67.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 22.69% | 18.93%+3.8pp | 22.74%-0.1pp | 318.53%-295.8pp |
| Employer contribution / active EE | $966 | $2,559-62.2% | $4,136-76.6% | $2,565-62.3% |
| Participant deferral / active EE | $694 | $4,006-82.7% | $5,506-87.4% | $3,952-82.4% |
| Admin fee / account holder | $12,618 | $7,702+63.8% | $10,280+22.8% | $6,260+101.6% |