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 7-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 | $33,823 | $137,414-75.4% | $189,513-82.2% | $85,850-60.6% |
| Participation rate | 84.9% | 84.6%+0.3pp | 87.8%-2.9pp | 69.3%+15.6pp |
| Annual return | 12.11% | 38.14%-26.0pp | 555.15%-543.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,939 | $4,344-55.4% | $6,162-68.5% | $2,565-24.4% |
| Participant deferral / active EE | $2,681 | $6,260-57.2% | $8,221-67.4% | $3,952-32.2% |
| Admin fee / account holder | $1,587 | $8,630-81.6% | $12,045-86.8% | $6,260-74.6% |