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 8-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 | $6,411 | $93,571-93.1% | $135,903-95.3% | $75,163-91.5% |
| Participation rate | 89.1% | 75.2%+14.0pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 25.51% | 30.90%-5.4pp | 68.23%-42.7pp | 160.62%-135.1pp |
| Employer contribution / active EE | $1,254 | $3,537-64.5% | $4,856-74.2% | $2,670-53.0% |
| Participant deferral / active EE | $1,411 | $6,404-78.0% | $7,758-81.8% | $4,125-65.8% |
| Admin fee / account holder | $419 | $6,975-94.0% | $10,762-96.1% | $5,651-92.6% |