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 10-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 | $45,839 | $244,740-81.3% | $206,214-77.8% | $357,791-87.2% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.4%+7.6pp | 85.6%+4.4pp |
| Annual return | 13.43% | -3.72%+17.2pp | -1.60%+15.0pp | 396.79%-383.4pp |
| Employer contribution / active EE | $0 | $7,019-100.0% | $5,967-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,262 | $4,983-54.6% | $4,649-51.3% | $5,521-59.0% |
| Admin fee / account holder | $339 | $15,419-97.8% | $13,671-97.5% | $28,387-98.8% |