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 3-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 | $8,591 | $102,317-91.6% | $146,958-94.2% | $80,856-89.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 18.19% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $3,023 | $3,713-18.6% | $4,933-38.7% | $2,755+9.7% |
| Participant deferral / active EE | $2,011 | $6,644-69.7% | $8,070-75.1% | $4,296-53.2% |
| Admin fee / account holder | $435 | $7,941-94.5% | $12,998-96.7% | $6,918-93.7% |