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 | $9,915 | $110,257-91.0% | $96,544-89.7% | $139,434-92.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.84% | 26.32%-7.5pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,234 | $3,620-65.9% | $2,965-58.4% | $4,751-74.0% |
| Participant deferral / active EE | $1,045 | $5,548-81.2% | $4,851-78.5% | $6,710-84.4% |
| Admin fee / account holder | $1,008 | $11,591-91.3% | $8,252-87.8% | $11,403-91.2% |