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 9-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 | $18,644 | $155,788-88.0% | $124,672-85.0% | $167,490-88.9% |
| Participation rate | 95.0% | 81.1%+13.9pp | 74.6%+20.4pp | 82.1%+12.9pp |
| Annual return | 17.33% | 17.97%-0.6pp | 5142.93%-5125.6pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,675 | $4,163-35.7% | $3,324-19.5% | $4,837-44.7% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $752 | $9,531-92.1% | $7,493-90.0% | $12,309-93.9% |