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 8-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 | $4,095 | $106,515-96.2% | $96,683-95.8% | $139,434-97.1% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 45.54% | 38.43%+7.1pp | 35.69%+9.8pp | 372.94%-327.4pp |
| Employer contribution / active EE | $910 | $4,103-77.8% | $3,737-75.6% | $4,751-80.8% |
| Participant deferral / active EE | $1,156 | $5,454-78.8% | $4,878-76.3% | $6,710-82.8% |
| Admin fee / account holder | $1,625 | $7,877-79.4% | $6,730-75.9% | $11,403-85.8% |