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 10-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 | $27,604 | $183,963-85.0% | $162,163-83.0% | $152,861-81.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 24.21% | 150.76%-126.6pp | 115.59%-91.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,808 | $6,371-71.6% | $5,614-67.8% | $4,762-62.0% |
| Participant deferral / active EE | $2,847 | $8,034-64.6% | $7,298-61.0% | $5,850-51.3% |
| Admin fee / account holder | $2,541 | $13,121-80.6% | $10,843-76.6% | $11,596-78.1% |