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 | $11,033 | $179,726-93.9% | $156,263-92.9% | $142,382-92.3% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 55.34% | 77.86%-22.5pp | 59.47%-4.1pp | 217.08%-161.7pp |
| Employer contribution / active EE | $4,556 | $5,069-10.1% | $4,333+5.1% | $4,299+6.0% |
| Participant deferral / active EE | $1,307 | $6,956-81.2% | $6,158-78.8% | $6,507-79.9% |
| Admin fee / account holder | $762 | $17,272-95.6% | $14,255-94.7% | $12,624-94.0% |