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 3-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 | $12,245 | $214,378-94.3% | $200,582-93.9% | $142,382-91.4% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 26.06% | 46.41%-20.3pp | 42.33%-16.3pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,866 | $6,841-72.7% | $6,419-70.9% | $4,299-56.6% |
| Participant deferral / active EE | $2,988 | $9,865-69.7% | $9,331-68.0% | $6,507-54.1% |
| Admin fee / account holder | $351 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |