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 | $9,336 | $109,881-91.5% | $150,045-93.8% | $84,808-89.0% |
| Participation rate | 84.5% | 76.1%+8.4pp | 82.3%+2.2pp | 68.3%+16.2pp |
| Annual return | 20.00% | 28.25%-8.2pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,034 | $3,561-71.0% | $4,693-78.0% | $2,631-60.7% |
| Participant deferral / active EE | $2,102 | $6,636-68.3% | $7,997-73.7% | $4,212-50.1% |
| Admin fee / account holder | $1,074 | $8,568-87.5% | $13,435-92.0% | $7,344-85.4% |