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 7-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 | $13,358 | $110,094-87.9% | $151,611-91.2% | $68,494-80.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.32% | -10.12%-2.2pp | 3.33%-15.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,904 | $4,471-57.4% | $6,166-69.1% | $2,596-26.7% |
| Participant deferral / active EE | $2,671 | $6,527-59.1% | $8,363-68.1% | $4,027-33.7% |
| Admin fee / account holder | $310 | $7,719-96.0% | $11,616-97.3% | $5,403-94.3% |