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 | $2,550 | $94,625-97.3% | $116,228-97.8% | $84,808-97.0% |
| Participation rate | 78.6% | 70.4%+8.1pp | 74.6%+4.0pp | 68.3%+10.3pp |
| Annual return | 14.22% | 20.40%-6.2pp | 90.06%-75.8pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,516 | $3,972-61.8% | $4,953-69.4% | $4,212-64.0% |
| Admin fee / account holder | $2,187 | $10,091-78.3% | $11,989-81.8% | $7,344-70.2% |