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 | $8,496 | $197,591-95.7% | $177,821-95.2% | $158,922-94.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.74% | 58.76%-35.0pp | 48.32%-24.6pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,362 | $6,697-64.7% | $5,918-60.1% | $4,761-50.4% |
| Participant deferral / active EE | $2,362 | $8,405-71.9% | $7,714-69.4% | $5,982-60.5% |
| Admin fee / account holder | $645 | $15,399-95.8% | $12,427-94.8% | $11,246-94.3% |