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 | $5,514 | $103,966-94.7% | $112,887-95.1% | $75,163-92.7% |
| Participation rate | 81.0% | 75.7%+5.3pp | 80.5%+0.4pp | 67.2%+13.8pp |
| Annual return | 25.98% | 24.54%+1.4pp | 34.10%-8.1pp | 160.62%-134.6pp |
| Employer contribution / active EE | $1,230 | $3,870-68.2% | $4,563-73.0% | $2,670-53.9% |
| Participant deferral / active EE | $1,799 | $5,456-67.0% | $6,513-72.4% | $4,125-56.4% |
| Admin fee / account holder | $598 | $7,663-92.2% | $7,047-91.5% | $5,651-89.4% |