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 7-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 | $17,943 | $124,319-85.6% | $111,297-83.9% | $167,490-89.3% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 12.99% | 37.44%-24.4pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,606 | $3,435+5.0% | $2,731+32.0% | $4,837-25.5% |
| Participant deferral / active EE | $830 | $5,180-84.0% | $4,487-81.5% | $6,341-86.9% |
| Admin fee / account holder | $1,357 | $10,618-87.2% | $7,964-83.0% | $12,309-89.0% |