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 | $5,752 | $159,602-96.4% | $150,045-96.2% | $142,382-96.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 25.34% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,403 | $4,961-71.7% | $4,693-70.1% | $4,299-67.4% |
| Participant deferral / active EE | $2,075 | $8,310-75.0% | $7,997-74.0% | $6,507-68.1% |
| Admin fee / account holder | $315 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |