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 | $12,707 | $197,591-93.6% | $177,821-92.9% | $158,922-92.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 11.00% | 58.76%-47.8pp | 48.32%-37.3pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,679 | $6,697-74.9% | $5,918-71.6% | $4,761-64.7% |
| Participant deferral / active EE | $2,093 | $8,405-75.1% | $7,714-72.9% | $5,982-65.0% |
| Admin fee / account holder | $1,266 | $15,399-91.8% | $12,427-89.8% | $11,246-88.7% |