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 | $2,980 | $159,901-98.1% | $146,958-98.0% | $145,922-98.0% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 17.71% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,047 | $5,286-80.2% | $4,933-78.8% | $4,660-77.5% |
| Participant deferral / active EE | $1,702 | $8,428-79.8% | $8,070-78.9% | $6,688-74.6% |
| Admin fee / account holder | $407 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |