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 4-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 | $4,632 | $80,717-94.3% | $154,803-97.0% | $84,808-94.5% |
| Participation rate | 74.2% | 66.8%+7.4pp | 78.1%-3.9pp | 68.3%+5.9pp |
| Annual return | 17.14% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $400 | $2,761-85.5% | $4,305-90.7% | $2,631-84.8% |
| Participant deferral / active EE | $650 | $3,303-80.3% | $5,540-88.3% | $4,212-84.6% |
| Admin fee / account holder | $557 | $6,746-91.7% | $14,329-96.1% | $7,344-92.4% |