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 7-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 | $13,286 | $167,307-92.1% | $143,757-90.8% | $134,475-90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 31.90% | 0.46%+31.4pp | -0.04%+31.9pp | 417.96%-386.1pp |
| Employer contribution / active EE | $2,070 | $5,619-63.2% | $4,951-58.2% | $4,740-56.3% |
| Participant deferral / active EE | $1,358 | $6,446-78.9% | $5,637-75.9% | $6,400-78.8% |
| Admin fee / account holder | $917 | $18,088-94.9% | $14,673-93.8% | $11,426-92.0% |