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 4-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 | $5,125 | $77,899-93.4% | $149,673-96.6% | $75,163-93.2% |
| Participation rate | 74.5% | 65.6%+8.9pp | 78.8%-4.3pp | 67.2%+7.3pp |
| Annual return | 30.71% | 31.72%-1.0pp | 134.42%-103.7pp | 160.62%-129.9pp |
| Employer contribution / active EE | $553 | $3,137-82.4% | $4,818-88.5% | $2,670-79.3% |
| Participant deferral / active EE | $395 | $3,411-88.4% | $5,680-93.0% | $4,125-90.4% |
| Admin fee / account holder | $441 | $5,956-92.6% | $13,210-96.7% | $5,651-92.2% |