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 6-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 | $2,382 | $176,812-98.7% | $146,665-98.4% | $167,490-98.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 34.45% | 24.03%+10.4pp | 22.74%+11.7pp | 478.56%-444.1pp |
| Employer contribution / active EE | $1,328 | $5,160-74.3% | $4,136-67.9% | $4,837-72.6% |
| Participant deferral / active EE | $1,522 | $6,440-76.4% | $5,506-72.4% | $6,341-76.0% |
| Admin fee / account holder | $984 | $13,259-92.6% | $10,280-90.4% | $12,309-92.0% |