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 4-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 | $8,028 | $88,083-90.9% | $164,813-95.1% | $74,495-89.2% |
| Participation rate | 80.2% | 73.0%+7.2pp | 78.6%+1.6pp | 67.2%+13.0pp |
| Annual return | 14.36% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,091 | $2,593-57.9% | $4,341-74.9% | $2,623-58.4% |
| Participant deferral / active EE | $1,949 | $4,498-56.7% | $6,031-67.7% | $4,346-55.2% |
| Admin fee / account holder | $910 | $2,234-59.3% | $12,690-92.8% | $1,942-53.1% |