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 9-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 | $12,817 | $98,750-87.0% | $149,696-91.4% | $79,858-84.0% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 95.55% | 27.43%+68.1pp | 276.60%-181.1pp | 31.71%+63.8pp |
| Employer contribution / active EE | $1,693 | $3,216-47.4% | $4,644-63.5% | $2,471-31.5% |
| Participant deferral / active EE | $2,189 | $5,680-61.5% | $6,842-68.0% | $3,740-41.5% |
| Admin fee / account holder | $647 | $6,053-89.3% | $9,309-93.0% | $5,306-87.8% |