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 3-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 | $6,009 | $148,534-96.0% | $135,903-95.6% | $139,434-95.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.35% | 79.19%-58.8pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,880 | $5,243-45.1% | $4,856-40.7% | $4,751-39.4% |
| Participant deferral / active EE | $1,872 | $8,100-76.9% | $7,758-75.9% | $6,710-72.1% |
| Admin fee / account holder | $654 | $12,400-94.7% | $10,762-93.9% | $11,403-94.3% |