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 | $30,408 | $94,625-67.9% | $116,228-73.8% | $84,808-64.1% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 15.55% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,281 | $2,347-45.4% | $2,994-57.2% | $2,631-51.3% |
| Participant deferral / active EE | $1,119 | $3,972-71.8% | $4,953-77.4% | $4,212-73.4% |
| Admin fee / account holder | $2,500 | $10,091-75.2% | $11,989-79.1% | $7,344-66.0% |