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 | $24,817 | $201,272-87.7% | $184,203-86.5% | $145,922-83.0% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 9.91% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,151 | $7,022-55.1% | $6,427-51.0% | $4,660-32.4% |
| Participant deferral / active EE | $1,573 | $9,806-84.0% | $9,131-82.8% | $6,688-76.5% |
| Admin fee / account holder | $16,881 | $16,364+3.2% | $13,901+21.4% | $13,397+26.0% |