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 9-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 | $9,443 | $209,411-95.5% | $178,490-94.7% | $158,922-94.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 15.81% | 188.75%-172.9pp | 151.07%-135.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,174 | $5,706-79.4% | $5,011-76.6% | $4,761-75.3% |
| Participant deferral / active EE | $1,777 | $5,954-70.1% | $5,202-65.8% | $5,982-70.3% |
| Admin fee / account holder | $318 | $17,074-98.1% | $13,984-97.7% | $11,246-97.2% |