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 | $16,932 | $78,672-78.5% | $109,143-84.5% | $85,850-80.3% |
| Participation rate | 86.5% | 68.3%+18.2pp | 75.9%+10.6pp | 69.3%+17.2pp |
| Annual return | 16.16% | 25.09%-8.9pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $789 | $2,735-71.1% | $3,722-78.8% | $2,565-69.2% |
| Participant deferral / active EE | $1,239 | $3,467-64.3% | $4,653-73.4% | $3,952-68.6% |
| Admin fee / account holder | $969 | $5,469-82.3% | $6,752-85.7% | $6,260-84.5% |