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 8-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 | $4,769 | $52,279-90.9% | $89,391-94.7% | $79,858-94.0% |
| Participation rate | 72.0% | 57.5%+14.5pp | 68.0%+4.0pp | 69.6%+2.4pp |
| Annual return | 13.54% | 22.16%-8.6pp | 245.62%-232.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $332 | $1,572-78.9% | $2,586-87.1% | $2,471-86.6% |
| Participant deferral / active EE | $471 | $2,740-82.8% | $3,890-87.9% | $3,740-87.4% |
| Admin fee / account holder | $509 | $3,356-84.8% | $4,881-89.6% | $5,306-90.4% |