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 | $2,765 | $102,604-97.3% | $86,188-96.8% | $139,434-98.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.08% | 1922.51%-1902.4pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $987 | $3,032-67.4% | $2,380-58.5% | $4,751-79.2% |
| Participant deferral / active EE | $1,040 | $4,676-77.8% | $3,985-73.9% | $6,710-84.5% |
| Admin fee / account holder | $344 | $8,657-96.0% | $6,852-95.0% | $11,403-97.0% |