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 9-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 | $6,927 | $80,717-91.4% | $154,803-95.5% | $84,808-91.8% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 14.38% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $463 | $2,761-83.2% | $4,305-89.2% | $2,631-82.4% |
| Participant deferral / active EE | $791 | $3,303-76.0% | $5,540-85.7% | $4,212-81.2% |
| Admin fee / account holder | $927 | $6,746-86.3% | $14,329-93.5% | $7,344-87.4% |