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 5-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 | $5,949 | $88,083-93.2% | $164,813-96.4% | $74,495-92.0% |
| Participation rate | 92.4% | 73.0%+19.3pp | 78.6%+13.8pp | 67.2%+25.2pp |
| Annual return | 13.35% | 17.26%-3.9pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,453 | $2,593-44.0% | $4,341-66.5% | $2,623-44.6% |
| Participant deferral / active EE | $1,607 | $4,498-64.3% | $6,031-73.4% | $4,346-63.0% |
| Admin fee / account holder | $1,392 | $2,234-37.7% | $12,690-89.0% | $1,942-28.3% |