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 | $10,403 | $179,726-94.2% | $156,263-93.3% | $142,382-92.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.12% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,124 | $5,069-77.8% | $4,333-74.1% | $4,299-73.9% |
| Participant deferral / active EE | $1,312 | $6,956-81.1% | $6,158-78.7% | $6,507-79.8% |
| Admin fee / account holder | $1,373 | $17,272-92.0% | $14,255-90.4% | $12,624-89.1% |