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 | $9,517 | $127,065-92.5% | $113,168-91.6% | $142,382-93.3% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 20.43% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,179 | $3,442-65.7% | $2,975-60.4% | $4,299-72.6% |
| Participant deferral / active EE | $1,568 | $5,716-72.6% | $5,107-69.3% | $6,507-75.9% |
| Admin fee / account holder | $363 | $15,736-97.7% | $12,068-97.0% | $12,624-97.1% |