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 | $3,117 | $49,227-93.7% | $70,449-95.6% | $79,858-96.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 30.53% | 30.06%+0.5pp | 109.03%-78.5pp | 31.71%-1.2pp |
| Employer contribution / active EE | $1,471 | $2,099-29.9% | $2,737-46.3% | $2,471-40.5% |
| Participant deferral / active EE | $750 | $2,768-72.9% | $3,709-79.8% | $3,740-79.9% |
| Admin fee / account holder | $628 | $2,878-78.2% | $3,845-83.7% | $5,306-88.2% |