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 5-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 | $9,596 | $127,065-92.4% | $113,168-91.5% | $142,382-93.3% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 27.26% | 24.03%+3.2pp | 24.27%+3.0pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,458 | $3,442-57.6% | $2,975-51.0% | $4,299-66.1% |
| Participant deferral / active EE | $782 | $5,716-86.3% | $5,107-84.7% | $6,507-88.0% |
| Admin fee / account holder | $746 | $15,736-95.3% | $12,068-93.8% | $12,624-94.1% |