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 9-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 | $17,595 | $154,117-88.6% | $129,995-86.5% | $139,434-87.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.19% | 32.48%-17.3pp | -137.18%+152.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,077 | $5,289-79.6% | $4,320-75.1% | $4,751-77.3% |
| Participant deferral / active EE | $589 | $6,710-91.2% | $5,820-89.9% | $6,710-91.2% |
| Admin fee / account holder | $314 | $14,007-97.8% | $10,614-97.0% | $11,403-97.2% |