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 3-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 | $7,508 | $165,984-95.5% | $164,813-95.4% | $145,922-94.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 20.11% | 100.03%-79.9pp | 69.93%-49.8pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,476 | $5,273-53.1% | $4,341-43.0% | $4,660-46.9% |
| Participant deferral / active EE | $1,523 | $6,959-78.1% | $6,031-74.7% | $6,688-77.2% |
| Admin fee / account holder | $950 | $16,648-94.3% | $12,690-92.5% | $13,397-92.9% |