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 9-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 | $15,004 | $91,019-83.5% | $392,568-96.2% | $72,985-79.4% |
| Participation rate | 72.5% | 74.4%-1.9pp | 78.1%-5.6pp | 69.5%+3.0pp |
| Annual return | 25.22% | 20.00%+5.2pp | 24.42%+0.8pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,042 | $2,751-62.1% | $3,783-72.5% | $2,440-57.3% |
| Participant deferral / active EE | $1,847 | $4,570-59.6% | $5,985-69.1% | $3,607-48.8% |
| Admin fee / account holder | $1,022 | $4,895-79.1% | $6,260-83.7% | $5,124-80.1% |