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 | $25,663 | $185,822-86.2% | $169,993-84.9% | $139,434-81.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.31% | 60.50%-38.2pp | 53.37%-31.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,745 | $7,590-63.8% | $6,785-59.6% | $4,751-42.2% |
| Participant deferral / active EE | $2,745 | $11,622-76.4% | $10,408-73.6% | $6,710-59.1% |
| Admin fee / account holder | $1,112 | $15,381-92.8% | $12,815-91.3% | $11,403-90.3% |