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 4-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 | $3,955 | $100,773-96.1% | $88,946-95.6% | $142,382-97.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 22.16% | 70.18%-48.0pp | 57.82%-35.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $528 | $2,918-81.9% | $2,555-79.3% | $4,299-87.7% |
| Participant deferral / active EE | $608 | $5,230-88.4% | $4,581-86.7% | $6,507-90.7% |
| Admin fee / account holder | $958 | $9,693-90.1% | $8,261-88.4% | $12,624-92.4% |