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 | $8,302 | $72,492-88.5% | $87,100-90.5% | $72,985-88.6% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 18.95% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $657 | $1,894-65.3% | $2,521-73.9% | $2,440-73.1% |
| Participant deferral / active EE | $517 | $3,270-84.2% | $4,049-87.2% | $3,607-85.7% |
| Admin fee / account holder | $429 | $5,055-91.5% | $7,497-94.3% | $5,124-91.6% |