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 | $5,721 | $133,922-95.7% | $116,228-95.1% | $142,382-96.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 10.51% | 147.76%-137.2pp | 90.06%-79.5pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,219 | $3,446-64.6% | $2,994-59.3% | $4,299-71.6% |
| Participant deferral / active EE | $1,227 | $5,672-78.4% | $4,953-75.2% | $6,507-81.2% |
| Admin fee / account holder | $4,495 | $14,945-69.9% | $11,989-62.5% | $12,624-64.4% |