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 | $15,681 | $127,777-87.7% | $106,548-85.3% | $167,490-90.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.77% | 33.87%-20.1pp | 26.80%-13.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,149 | $3,427-37.3% | $2,819-23.8% | $4,837-55.6% |
| Participant deferral / active EE | $1,271 | $5,087-75.0% | $4,398-71.1% | $6,341-79.9% |
| Admin fee / account holder | $311 | $11,228-97.2% | $7,407-95.8% | $12,309-97.5% |