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 3-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 | $6,525 | $93,170-93.0% | $100,534-93.5% | $84,808-92.3% |
| Participation rate | 88.6% | 75.8%+12.7pp | 80.6%+8.0pp | 68.3%+20.3pp |
| Annual return | 22.28% | 47.13%-24.9pp | 32.66%-10.4pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,720 | $3,985-56.8% | $4,346-60.4% | $2,631-34.6% |
| Participant deferral / active EE | $1,899 | $5,699-66.7% | $6,144-69.1% | $4,212-54.9% |
| Admin fee / account holder | $1,365 | $7,382-81.5% | $7,654-82.2% | $7,344-81.4% |