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 | $9,605 | $71,883-86.6% | $86,677-88.9% | $68,494-86.0% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -10.72% | 3.52%-14.2pp | 35.91%-46.6pp | -7.84%-2.9pp |
| Employer contribution / active EE | $787 | $2,173-63.8% | $2,836-72.3% | $2,596-69.7% |
| Participant deferral / active EE | $1,224 | $3,779-67.6% | $4,656-73.7% | $4,027-69.6% |
| Admin fee / account holder | $23,386 | $6,112+282.6% | $7,493+212.1% | $5,403+332.9% |