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 6-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 | $15,641 | $165,335-90.5% | $149,696-89.6% | $158,922-90.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.92% | 348.15%-332.2pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,601 | $5,103-68.6% | $4,644-65.5% | $4,761-66.4% |
| Participant deferral / active EE | $1,623 | $7,181-77.4% | $6,842-76.3% | $5,982-72.9% |
| Admin fee / account holder | $1,677 | $10,807-84.5% | $9,309-82.0% | $11,246-85.1% |