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 | $5,365 | $79,449-93.2% | $189,557-97.2% | $85,850-93.8% |
| Participation rate | 78.6% | 66.0%+12.6pp | 78.4%+0.1pp | 69.3%+9.3pp |
| Annual return | 13.57% | 18.45%-4.9pp | 64.17%-50.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $858 | $4,051-78.8% | $6,174-86.1% | $3,952-78.3% |
| Admin fee / account holder | $879 | $5,377-83.7% | $9,807-91.0% | $6,260-86.0% |