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 5-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 | $2,749 | $77,899-96.5% | $149,673-98.2% | $75,163-96.3% |
| Participation rate | 76.5% | 65.6%+10.9pp | 78.8%-2.3pp | 67.2%+9.3pp |
| Annual return | 23.49% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $659 | $3,137-79.0% | $4,818-86.3% | $2,670-75.3% |
| Participant deferral / active EE | $747 | $3,411-78.1% | $5,680-86.9% | $4,125-81.9% |
| Admin fee / account holder | $350 | $5,956-94.1% | $13,210-97.4% | $5,651-93.8% |