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 6-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 | $4,678 | $176,056-97.3% | $159,436-97.1% | $167,490-97.2% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 25.08% | 331.75%-306.7pp | 263.57%-238.5pp | 478.56%-453.5pp |
| Employer contribution / active EE | $1,452 | $5,297-72.6% | $4,829-69.9% | $4,837-70.0% |
| Participant deferral / active EE | $2,247 | $7,750-71.0% | $7,352-69.4% | $6,341-64.6% |
| Admin fee / account holder | $1,416 | $12,554-88.7% | $10,799-86.9% | $12,309-88.5% |