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 | $2,808 | $71,050-96.0% | $93,606-97.0% | $80,856-96.5% |
| Participation rate | 90.5% | 60.4%+30.1pp | 68.7%+21.8pp | 67.6%+22.8pp |
| Annual return | 13.76% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $902 | $1,564-42.3% | $2,420-62.7% | $2,755-67.3% |
| Participant deferral / active EE | $1,154 | $4,034-71.4% | $4,411-73.8% | $4,296-73.1% |
| Admin fee / account holder | $307 | $6,945-95.6% | $8,285-96.3% | $6,918-95.6% |