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 | $6,396 | $159,602-96.0% | $150,045-95.7% | $142,382-95.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.94% | 70.24%-34.3pp | 62.55%-26.6pp | 217.08%-181.1pp |
| Employer contribution / active EE | $1,493 | $4,961-69.9% | $4,693-68.2% | $4,299-65.3% |
| Participant deferral / active EE | $1,834 | $8,310-77.9% | $7,997-77.1% | $6,507-71.8% |
| Admin fee / account holder | $1,468 | $14,846-90.1% | $13,435-89.1% | $12,624-88.4% |