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 4-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 | $5,688 | $102,317-94.4% | $146,958-96.1% | $80,856-93.0% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.2%+0.9pp | 67.6%+15.4pp |
| Annual return | 15.58% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,286 | $3,713-65.4% | $4,933-73.9% | $2,755-53.3% |
| Participant deferral / active EE | $2,074 | $6,644-68.8% | $8,070-74.3% | $4,296-51.7% |
| Admin fee / account holder | $1,037 | $7,941-86.9% | $12,998-92.0% | $6,918-85.0% |