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 7-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 | $12,634 | $165,335-92.4% | $149,696-91.6% | $158,922-92.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.48% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,944 | $5,103-61.9% | $4,644-58.1% | $4,761-59.2% |
| Participant deferral / active EE | $390 | $7,181-94.6% | $6,842-94.3% | $5,982-93.5% |
| Admin fee / account holder | $2,204 | $10,807-79.6% | $9,309-76.3% | $11,246-80.4% |