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 | $4,464 | $185,822-97.6% | $169,993-97.4% | $139,434-96.8% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 21.05% | 60.50%-39.5pp | 53.37%-32.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,943 | $7,590-74.4% | $6,785-71.4% | $4,751-59.1% |
| Participant deferral / active EE | $1,781 | $11,622-84.7% | $10,408-82.9% | $6,710-73.5% |
| Admin fee / account holder | $871 | $15,381-94.3% | $12,815-93.2% | $11,403-92.4% |