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 9-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 | $4,266 | $138,065-96.9% | $123,544-96.5% | $135,375-96.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 62.78% | 153.68%-90.9pp | 119.20%-56.4pp | 519.73%-457.0pp |
| Employer contribution / active EE | $1,679 | $5,151-67.4% | $4,628-63.7% | $4,779-64.9% |
| Participant deferral / active EE | $1,887 | $6,799-72.3% | $6,426-70.6% | $5,609-66.4% |
| Admin fee / account holder | $1,341 | $10,916-87.7% | $9,284-85.6% | $10,827-87.6% |