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 | $3,843 | $60,022-93.6% | $88,946-95.7% | $84,808-95.5% |
| Participation rate | 89.3% | 57.8%+31.4pp | 68.8%+20.4pp | 68.3%+21.0pp |
| Annual return | 16.87% | 22.43%-5.6pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $361 | $1,703-78.8% | $2,555-85.9% | $2,631-86.3% |
| Participant deferral / active EE | $594 | $3,114-80.9% | $4,581-87.0% | $4,212-85.9% |
| Admin fee / account holder | $2,447 | $4,811-49.1% | $8,261-70.4% | $7,344-66.7% |