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 | $12,048 | $165,335-92.7% | $149,696-92.0% | $158,922-92.4% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 225.41% | 348.15%-122.7pp | 276.60%-51.2pp | 302.83%-77.4pp |
| Employer contribution / active EE | $1,148 | $5,103-77.5% | $4,644-75.3% | $4,761-75.9% |
| Participant deferral / active EE | $1,976 | $7,181-72.5% | $6,842-71.1% | $5,982-67.0% |
| Admin fee / account holder | $385 | $10,807-96.4% | $9,309-95.9% | $11,246-96.6% |