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 3-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 | $735 | $110,261-99.3% | $95,745-99.2% | $139,434-99.5% |
| Participation rate | 73.3% | 75.8%-2.4pp | 72.3%+1.1pp | 80.3%-7.0pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $351 | $3,257-89.2% | $2,835-87.6% | $4,751-92.6% |
| Participant deferral / active EE | $574 | $4,676-87.7% | $4,245-86.5% | $6,710-91.4% |
| Admin fee / account holder | $385 | $6,613-94.2% | $5,678-93.2% | $11,403-96.6% |