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 9-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 | $14,935 | $71,883-79.2% | $86,677-82.8% | $68,494-78.2% |
| Participation rate | 96.8% | 72.2%+24.6pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -2.70% | 3.52%-6.2pp | 35.91%-38.6pp | -7.84%+5.1pp |
| Employer contribution / active EE | $3,998 | $2,173+84.0% | $2,836+40.9% | $2,596+54.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,688 | $6,112-72.4% | $7,493-77.5% | $5,403-68.8% |