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 | $7,192 | $101,724-92.9% | $164,813-95.6% | $80,856-91.1% |
| Participation rate | 95.3% | 71.8%+23.5pp | 78.6%+16.7pp | 67.6%+27.7pp |
| Annual return | 18.20% | 16.72%+1.5pp | 69.93%-51.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,302 | $2,953-55.9% | $4,341-70.0% | $2,755-52.7% |
| Participant deferral / active EE | $1,512 | $4,477-66.2% | $6,031-74.9% | $4,296-64.8% |
| Admin fee / account holder | $451 | $8,227-94.5% | $12,690-96.4% | $6,918-93.5% |