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 7-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 | $12,442 | $179,726-93.1% | $156,263-92.0% | $142,382-91.3% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 32.10% | 77.86%-45.8pp | 59.47%-27.4pp | 217.08%-185.0pp |
| Employer contribution / active EE | $1,562 | $5,069-69.2% | $4,333-64.0% | $4,299-63.7% |
| Participant deferral / active EE | $1,925 | $6,956-72.3% | $6,158-68.7% | $6,507-70.4% |
| Admin fee / account holder | $687 | $17,272-96.0% | $14,255-95.2% | $12,624-94.6% |