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 5-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 | $3,105 | $117,983-97.4% | $101,794-96.9% | $142,382-97.8% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 20.00% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $838 | $2,773-69.8% | $2,289-63.4% | $4,299-80.5% |
| Participant deferral / active EE | $582 | $4,714-87.7% | $4,084-85.7% | $6,507-91.1% |
| Admin fee / account holder | $902 | $10,433-91.4% | $8,777-89.7% | $12,624-92.9% |