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 | $835 | $106,584-99.2% | $101,326-99.2% | $142,382-99.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.28% | 36.93%-23.6pp | 36.82%-23.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $688 | $3,956-82.6% | $3,665-81.2% | $4,299-84.0% |
| Participant deferral / active EE | $870 | $8,297-89.5% | $7,994-89.1% | $6,507-86.6% |
| Admin fee / account holder | $1,581 | $11,446-86.2% | $11,185-85.9% | $12,624-87.5% |