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 | $27,330 | $148,978-81.7% | $200,582-86.4% | $84,808-67.8% |
| Participation rate | 89.7% | 84.2%+5.4pp | 86.9%+2.8pp | 68.3%+21.3pp |
| Annual return | 17.68% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,240 | $4,815-32.7% | $6,419-49.5% | $2,631+23.1% |
| Participant deferral / active EE | $1,735 | $7,142-75.7% | $9,331-81.4% | $4,212-58.8% |
| Admin fee / account holder | $321 | $13,977-97.7% | $16,305-98.0% | $7,344-95.6% |