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 | $13,421 | $124,319-89.2% | $111,297-87.9% | $167,490-92.0% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 15.16% | 37.44%-22.3pp | 54.65%-39.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,977 | $3,435-42.5% | $2,731-27.6% | $4,837-59.1% |
| Participant deferral / active EE | $1,490 | $5,180-71.2% | $4,487-66.8% | $6,341-76.5% |
| Admin fee / account holder | $4,332 | $10,618-59.2% | $7,964-45.6% | $12,309-64.8% |