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 | $12,324 | $127,065-90.3% | $113,168-89.1% | $142,382-91.3% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 17.22% | 24.03%-6.8pp | 24.27%-7.0pp | 217.08%-199.9pp |
| Employer contribution / active EE | $878 | $3,442-74.5% | $2,975-70.5% | $4,299-79.6% |
| Participant deferral / active EE | $1,468 | $5,716-74.3% | $5,107-71.3% | $6,507-77.4% |
| Admin fee / account holder | $2,072 | $15,736-86.8% | $12,068-82.8% | $12,624-83.6% |