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 8-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 | $6,149 | $81,248-92.4% | $155,509-96.0% | $80,856-92.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 18.39% | 33.31%-14.9pp | 64.67%-46.3pp | 35.59%-17.2pp |
| Employer contribution / active EE | $836 | $3,100-73.0% | $4,672-82.1% | $2,755-69.6% |
| Participant deferral / active EE | $419 | $3,452-87.9% | $5,626-92.6% | $4,296-90.2% |
| Admin fee / account holder | $1,658 | $7,997-79.3% | $15,912-89.6% | $6,918-76.0% |