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 8-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 | $14,107 | $138,347-89.8% | $184,203-92.3% | $80,856-82.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 41.88% | 20.02%+21.9pp | 28.81%+13.1pp | 35.59%+6.3pp |
| Employer contribution / active EE | $3,948 | $4,850-18.6% | $6,427-38.6% | $2,755+43.3% |
| Participant deferral / active EE | $2,771 | $7,071-60.8% | $9,131-69.7% | $4,296-35.5% |
| Admin fee / account holder | $494 | $10,483-95.3% | $13,901-96.4% | $6,918-92.9% |