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 | $8,386 | $159,602-94.7% | $150,045-94.4% | $142,382-94.1% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 12.96% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,187 | $4,961-76.1% | $4,693-74.7% | $4,299-72.4% |
| Participant deferral / active EE | $1,780 | $8,310-78.6% | $7,997-77.7% | $6,507-72.6% |
| Admin fee / account holder | $1,535 | $14,846-89.7% | $13,435-88.6% | $12,624-87.8% |