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 | $12,046 | $87,733-86.3% | $106,548-88.7% | $85,850-86.0% |
| Participation rate | 78.6% | 71.9%+6.6pp | 76.1%+2.4pp | 69.3%+9.3pp |
| Annual return | 12.32% | 21.86%-9.5pp | 26.80%-14.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,671 | $2,073-19.4% | $2,819-40.7% | $2,565-34.9% |
| Participant deferral / active EE | $1,044 | $3,469-69.9% | $4,398-76.3% | $3,952-73.6% |
| Admin fee / account holder | $957 | $6,767-85.9% | $7,407-87.1% | $6,260-84.7% |