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 6-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 | $13,816 | $103,376-86.6% | $87,100-84.1% | $152,861-91.0% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 14.21% | 28.10%-13.9pp | 28.19%-14.0pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,062 | $3,220-67.0% | $2,521-57.9% | $4,762-77.7% |
| Participant deferral / active EE | $747 | $4,778-84.4% | $4,049-81.6% | $5,850-87.2% |
| Admin fee / account holder | $4,569 | $12,205-62.6% | $7,497-39.0% | $11,596-60.6% |