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 7-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 | $14,082 | $137,414-89.8% | $189,513-92.6% | $85,850-83.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.60% | 38.14%-20.5pp | 555.15%-537.6pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,816 | $4,344-58.2% | $6,162-70.5% | $2,565-29.2% |
| Participant deferral / active EE | $2,423 | $6,260-61.3% | $8,221-70.5% | $3,952-38.7% |
| Admin fee / account holder | $822 | $8,630-90.5% | $12,045-93.2% | $6,260-86.9% |