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 5-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 | $22,411 | $201,272-88.9% | $184,203-87.8% | $145,922-84.6% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 12.17% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,359 | $7,022-66.4% | $6,427-63.3% | $4,660-49.4% |
| Participant deferral / active EE | $3,026 | $9,806-69.1% | $9,131-66.9% | $6,688-54.8% |
| Admin fee / account holder | $596 | $16,364-96.4% | $13,901-95.7% | $13,397-95.6% |