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 | $11,964 | $76,000-84.3% | $154,107-92.2% | $64,186-81.4% |
| Participation rate | 95.0% | 70.4%+24.6pp | 83.0%+12.0pp | 69.6%+25.4pp |
| Annual return | -2.78% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,087 | $3,351-67.6% | $5,298-79.5% | $2,381-54.4% |
| Participant deferral / active EE | $772 | $3,175-75.7% | $5,081-84.8% | $3,470-77.7% |
| Admin fee / account holder | $1,538 | $5,596-72.5% | $13,411-88.5% | $4,888-68.5% |