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 | $4,044 | $114,381-96.5% | $107,525-96.2% | $142,382-97.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.34% | 242.71%-217.4pp | 181.32%-156.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,584 | $4,015-60.5% | $3,754-57.8% | $4,299-63.2% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $25,409 | $9,860+157.7% | $8,919+184.9% | $12,624+101.3% |