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 | $18,550 | $217,402-91.5% | $185,823-90.0% | $167,490-88.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.28% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,397 | $5,873-76.2% | $5,167-73.0% | $4,837-71.1% |
| Participant deferral / active EE | $1,921 | $6,356-69.8% | $5,568-65.5% | $6,341-69.7% |
| Admin fee / account holder | $3,389 | $19,811-82.9% | $16,237-79.1% | $12,309-72.5% |