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 | $2,898 | $148,534-98.0% | $135,903-97.9% | $139,434-97.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.94% | 79.19%-54.2pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,231 | $5,243-76.5% | $4,856-74.7% | $4,751-74.1% |
| Participant deferral / active EE | $1,462 | $8,100-81.9% | $7,758-81.1% | $6,710-78.2% |
| Admin fee / account holder | $615 | $12,400-95.0% | $10,762-94.3% | $11,403-94.6% |