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 5-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 | $5,556 | $108,919-94.9% | $100,391-94.5% | $145,922-96.2% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 21.37% | 57.88%-36.5pp | 49.20%-27.8pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,205 | $4,419-72.7% | $3,942-69.4% | $4,660-74.1% |
| Participant deferral / active EE | $1,963 | $8,445-76.8% | $8,082-75.7% | $6,688-70.6% |
| Admin fee / account holder | $553 | $9,689-94.3% | $7,899-93.0% | $13,397-95.9% |