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 4-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 | $1,894 | $107,452-98.2% | $91,541-97.9% | $142,382-98.7% |
| Participation rate | 72.2% | 75.1%-2.9pp | 69.8%+2.4pp | 80.1%-7.9pp |
| Annual return | 19.86% | 22.06%-2.2pp | 20.50%-0.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $462 | $2,994-84.6% | $2,505-81.5% | $4,299-89.2% |
| Participant deferral / active EE | $775 | $4,754-83.7% | $4,008-80.7% | $6,507-88.1% |
| Admin fee / account holder | $317 | $8,834-96.4% | $6,956-95.4% | $12,624-97.5% |