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 | $14,934 | $56,199-73.4% | $67,652-77.9% | $59,632-75.0% |
| Participation rate | 84.8% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | 16.72% | 18505.31%-18488.6pp | 6625.04%-6608.3pp | 2041.28%-2024.6pp |
| Employer contribution / active EE | $1,515 | $1,614-6.2% | $2,266-33.1% | $2,203-31.2% |
| Participant deferral / active EE | $640 | $2,844-77.5% | $3,560-82.0% | $3,192-79.9% |
| Admin fee / account holder | $786 | $3,958-80.2% | $4,821-83.7% | $4,297-81.7% |