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 | $3,081 | $148,534-97.9% | $135,903-97.7% | $139,434-97.8% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 27.45% | 79.19%-51.7pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,570 | $5,243-70.1% | $4,856-67.7% | $4,751-67.0% |
| Participant deferral / active EE | $1,701 | $8,100-79.0% | $7,758-78.1% | $6,710-74.7% |
| Admin fee / account holder | $337 | $12,400-97.3% | $10,762-96.9% | $11,403-97.0% |