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 | $2,550 | $159,602-98.4% | $150,045-98.3% | $142,382-98.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 14.59% | 70.24%-55.6pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,599 | $4,961-67.8% | $4,693-65.9% | $4,299-62.8% |
| Participant deferral / active EE | $1,594 | $8,310-80.8% | $7,997-80.1% | $6,507-75.5% |
| Admin fee / account holder | $1,611 | $14,846-89.2% | $13,435-88.0% | $12,624-87.2% |