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 8-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 | $11,113 | $106,515-89.6% | $96,683-88.5% | $139,434-92.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 15.06% | 38.43%-23.4pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,079 | $4,103-73.7% | $3,737-71.1% | $4,751-77.3% |
| Participant deferral / active EE | $1,310 | $5,454-76.0% | $4,878-73.1% | $6,710-80.5% |
| Admin fee / account holder | $2,594 | $7,877-67.1% | $6,730-61.5% | $11,403-77.2% |