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 | $18,124 | $50,958-64.4% | $74,550-75.7% | $64,186-71.8% |
| Participation rate | 95.5% | 61.1%+34.5pp | 69.1%+26.4pp | 69.6%+26.0pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $459 | $1,115-58.9% | $1,961-76.6% | $2,381-80.7% |
| Participant deferral / active EE | $712 | $2,301-69.1% | $3,108-77.1% | $3,470-79.5% |
| Admin fee / account holder | $516 | $4,223-87.8% | $5,060-89.8% | $4,888-89.4% |