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 | $2,639 | $64,839-95.9% | $95,585-97.2% | $84,808-96.9% |
| Participation rate | 76.9% | 63.8%+13.1pp | 72.1%+4.8pp | 68.3%+8.6pp |
| Annual return | 16.05% | -670.96%+687.0pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $445 | $1,759-74.7% | $2,527-82.4% | $2,631-83.1% |
| Participant deferral / active EE | $574 | $2,965-80.6% | $4,023-85.7% | $4,212-86.4% |
| Admin fee / account holder | $984 | $5,964-83.5% | $6,127-83.9% | $7,344-86.6% |