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 | $10,545 | $124,281-91.5% | $109,143-90.3% | $167,490-93.7% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 9.78% | 26.04%-16.3pp | 25.75%-16.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,784 | $4,207-57.6% | $3,722-52.1% | $4,837-63.1% |
| Participant deferral / active EE | $618 | $5,255-88.2% | $4,653-86.7% | $6,341-90.3% |
| Admin fee / account holder | $602 | $7,970-92.4% | $6,752-91.1% | $12,309-95.1% |