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 4-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 | $5,682 | $82,664-93.1% | $125,339-95.5% | $68,494-91.7% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,622 | $3,381-52.0% | $4,814-66.3% | $2,596-37.5% |
| Participant deferral / active EE | $1,669 | $6,110-72.7% | $7,446-77.6% | $4,027-58.6% |
| Admin fee / account holder | $305 | $6,275-95.1% | $10,010-97.0% | $5,403-94.4% |