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 9-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 | $3,058 | $85,766-96.4% | $136,294-97.8% | $70,131-95.6% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 32.89% | 31.45%+1.4pp | 5155.94%-5123.0pp | 73.14%-40.2pp |
| Employer contribution / active EE | $881 | $2,966-70.3% | $4,695-81.2% | $2,342-62.4% |
| Participant deferral / active EE | $2,053 | $5,051-59.4% | $6,247-67.1% | $3,332-38.4% |
| Admin fee / account holder | $440 | $5,420-91.9% | $9,243-95.2% | $4,645-90.5% |