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 4-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 | $16,193 | $71,883-77.5% | $86,677-81.3% | $68,494-76.4% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -11.85% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $700 | $2,173-67.8% | $2,836-75.3% | $2,596-73.0% |
| Participant deferral / active EE | $1,492 | $3,779-60.5% | $4,656-68.0% | $4,027-62.9% |
| Admin fee / account holder | $16,461 | $6,112+169.3% | $7,493+119.7% | $5,403+204.7% |