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 | $1,417 | $74,888-98.1% | $71,209-98.0% | $142,382-99.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 25.23% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $556 | $2,854-80.5% | $2,721-79.6% | $4,299-87.1% |
| Participant deferral / active EE | $556 | $4,454-87.5% | $4,175-86.7% | $6,507-91.5% |
| Admin fee / account holder | $901 | $5,568-83.8% | $5,349-83.2% | $12,624-92.9% |