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 5-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 | $7,005 | $117,983-94.1% | $101,794-93.1% | $142,382-95.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 10.94% | 36.92%-26.0pp | 30.53%-19.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $694 | $2,773-75.0% | $2,289-69.7% | $4,299-83.9% |
| Participant deferral / active EE | $824 | $4,714-82.5% | $4,084-79.8% | $6,507-87.3% |
| Admin fee / account holder | $5,340 | $10,433-48.8% | $8,777-39.2% | $12,624-57.7% |