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 | $8,217 | $183,519-95.5% | $155,509-94.7% | $145,922-94.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.73% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,065 | $5,313-79.9% | $4,672-77.2% | $4,660-77.1% |
| Participant deferral / active EE | $1,270 | $6,462-80.4% | $5,626-77.4% | $6,688-81.0% |
| Admin fee / account holder | $6,420 | $19,313-66.8% | $15,912-59.7% | $13,397-52.1% |