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 | $8,804 | $109,881-92.0% | $150,045-94.1% | $84,808-89.6% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 21.17% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,269 | $3,561-64.4% | $4,693-73.0% | $2,631-51.8% |
| Participant deferral / active EE | $2,278 | $6,636-65.7% | $7,997-71.5% | $4,212-45.9% |
| Admin fee / account holder | $875 | $8,568-89.8% | $13,435-93.5% | $7,344-88.1% |