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 10-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 | $8,609 | $150,440-94.3% | $136,294-93.7% | $147,584-94.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 12.38% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,084 | $5,256-79.4% | $4,695-76.9% | $4,876-77.8% |
| Participant deferral / active EE | $1,647 | $6,630-75.2% | $6,247-73.6% | $5,439-69.7% |
| Admin fee / account holder | $866 | $10,905-92.1% | $9,243-90.6% | $10,885-92.0% |