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 3-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 | $2,643 | $109,881-97.6% | $150,045-98.2% | $84,808-96.9% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 51.17% | 28.25%+22.9pp | 62.55%-11.4pp | 40.90%+10.3pp |
| Employer contribution / active EE | $1,638 | $3,561-54.0% | $4,693-65.1% | $2,631-37.7% |
| Participant deferral / active EE | $1,706 | $6,636-74.3% | $7,997-78.7% | $4,212-59.5% |
| Admin fee / account holder | $513 | $8,568-94.0% | $13,435-96.2% | $7,344-93.0% |