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 | $2,927 | $185,822-98.4% | $169,993-98.3% | $139,434-97.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.77% | 60.50%-34.7pp | 53.37%-27.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,748 | $7,590-77.0% | $6,785-74.2% | $4,751-63.2% |
| Participant deferral / active EE | $2,892 | $11,622-75.1% | $10,408-72.2% | $6,710-56.9% |
| Admin fee / account holder | $476 | $15,381-96.9% | $12,815-96.3% | $11,403-95.8% |