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 | $21,398 | $105,181-79.7% | $159,436-86.6% | $85,850-75.1% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.8%+5.1pp | 69.3%+18.6pp |
| Annual return | 12.75% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,441 | $3,318-56.6% | $4,829-70.2% | $2,565-43.8% |
| Participant deferral / active EE | $2,309 | $5,945-61.2% | $7,352-68.6% | $3,952-41.6% |
| Admin fee / account holder | $1,028 | $6,933-85.2% | $10,799-90.5% | $6,260-83.6% |