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 7-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 | $4,513 | $148,534-97.0% | $135,903-96.7% | $139,434-96.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 30.68% | 79.19%-48.5pp | 68.23%-37.6pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,093 | $5,243-79.2% | $4,856-77.5% | $4,751-77.0% |
| Participant deferral / active EE | $1,467 | $8,100-81.9% | $7,758-81.1% | $6,710-78.1% |
| Admin fee / account holder | $1,507 | $12,400-87.8% | $10,762-86.0% | $11,403-86.8% |