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 6-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 | $21,659 | $217,402-90.0% | $185,823-88.3% | $167,490-87.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.61% | 148.36%-128.8pp | 122.05%-102.4pp | 478.56%-459.0pp |
| Employer contribution / active EE | $4,918 | $5,873-16.3% | $5,167-4.8% | $4,837+1.7% |
| Participant deferral / active EE | $628 | $6,356-90.1% | $5,568-88.7% | $6,341-90.1% |
| Admin fee / account holder | $1,180 | $19,811-94.0% | $16,237-92.7% | $12,309-90.4% |