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 8-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 | $7,898 | $78,422-89.9% | $95,952-91.8% | $79,858-90.1% |
| Participation rate | 76.5% | 73.5%+3.0pp | 77.1%-0.6pp | 69.6%+6.8pp |
| Annual return | 23.44% | 19.37%+4.1pp | 91.61%-68.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $507 | $1,945-73.9% | $2,541-80.0% | $2,471-79.5% |
| Participant deferral / active EE | $1,529 | $3,440-55.6% | $4,167-63.3% | $3,740-59.1% |
| Admin fee / account holder | $345 | $5,622-93.9% | $6,795-94.9% | $5,306-93.5% |