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 | $13,267 | $165,335-92.0% | $149,696-91.1% | $158,922-91.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.07% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $4,027 | $5,103-21.1% | $4,644-13.3% | $4,761-15.4% |
| Participant deferral / active EE | $2,325 | $7,181-67.6% | $6,842-66.0% | $5,982-61.1% |
| Admin fee / account holder | $9,401 | $10,807-13.0% | $9,309+1.0% | $11,246-16.4% |