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 5-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 | $15,664 | $159,602-90.2% | $150,045-89.6% | $142,382-89.0% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 21.23% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,768 | $4,961-64.4% | $4,693-62.3% | $4,299-58.9% |
| Participant deferral / active EE | $2,189 | $8,310-73.7% | $7,997-72.6% | $6,507-66.4% |
| Admin fee / account holder | $494 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |