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 | $3,077 | $117,983-97.4% | $101,794-97.0% | $142,382-97.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 28.76% | 36.92%-8.2pp | 30.53%-1.8pp | 217.08%-188.3pp |
| Employer contribution / active EE | $916 | $2,773-67.0% | $2,289-60.0% | $4,299-78.7% |
| Participant deferral / active EE | $955 | $4,714-79.7% | $4,084-76.6% | $6,507-85.3% |
| Admin fee / account holder | $1,671 | $10,433-84.0% | $8,777-81.0% | $12,624-86.8% |