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 7-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 | $8,713 | $99,957-91.3% | $149,696-94.2% | $73,488-88.1% |
| Participation rate | 79.2% | 75.7%+3.5pp | 82.5%-3.3pp | 70.7%+8.5pp |
| Annual return | 31.70% | 53.87%-22.2pp | 276.60%-244.9pp | 28.51%+3.2pp |
| Employer contribution / active EE | $795 | $3,191-75.1% | $4,644-82.9% | $2,270-65.0% |
| Participant deferral / active EE | $2,498 | $6,073-58.9% | $6,842-63.5% | $3,740-33.2% |
| Admin fee / account holder | $557 | $551+1.1% | $9,309-94.0% | $513+8.6% |