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 | $10,225 | $72,404-85.9% | $110,238-90.7% | $64,186-84.1% |
| Participation rate | 89.2% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | -5.68% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $815 | $2,282-64.3% | $3,826-78.7% | $2,381-65.8% |
| Participant deferral / active EE | $1,301 | $3,469-62.5% | $4,672-72.2% | $3,470-62.5% |
| Admin fee / account holder | $1,599 | $5,664-71.8% | $8,547-81.3% | $4,888-67.3% |