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 | $6,086 | $93,571-93.5% | $135,903-95.5% | $75,163-91.9% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.7pp |
| Annual return | 16.04% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,015 | $3,537-71.3% | $4,856-79.1% | $2,670-62.0% |
| Participant deferral / active EE | $1,886 | $6,404-70.5% | $7,758-75.7% | $4,125-54.3% |
| Admin fee / account holder | $1,442 | $6,975-79.3% | $10,762-86.6% | $5,651-74.5% |