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 | $849 | $44,960-98.1% | $84,966-99.0% | $74,495-98.9% |
| Participation rate | 83.5% | 49.4%+34.1pp | 67.5%+16.0pp | 67.2%+16.3pp |
| Annual return | 14.14% | 26.24%-12.1pp | 66.38%-52.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $260 | $1,457-82.2% | $2,727-90.5% | $2,623-90.1% |
| Participant deferral / active EE | $528 | $2,731-80.7% | $4,519-88.3% | $4,346-87.8% |
| Admin fee / account holder | $431 | $2,209-80.5% | $6,149-93.0% | $1,942-77.8% |