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 | $8,944 | $48,230-81.5% | $67,502-86.8% | $80,856-88.9% |
| Participation rate | 97.0% | 66.4%+30.6pp | 72.9%+24.1pp | 67.6%+29.3pp |
| Annual return | 28.12% | 18.28%+9.8pp | 3512.12%-3484.0pp | 35.59%-7.5pp |
| Employer contribution / active EE | $790 | $2,020-60.9% | $2,731-71.1% | $2,755-71.3% |
| Participant deferral / active EE | $506 | $2,924-82.7% | $4,000-87.3% | $4,296-88.2% |
| Admin fee / account holder | $511 | $3,681-86.1% | $3,998-87.2% | $6,918-92.6% |