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 | $3,288 | $100,852-96.7% | $90,404-96.4% | $158,922-97.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 15.47% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $431 | $3,689-88.3% | $3,262-86.8% | $4,761-90.9% |
| Participant deferral / active EE | $502 | $4,348-88.4% | $3,963-87.3% | $5,982-91.6% |
| Admin fee / account holder | $378 | $6,501-94.2% | $5,611-93.3% | $11,246-96.6% |