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 7-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 | $972 | $112,096-99.1% | $95,952-99.0% | $158,922-99.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 23.10% | 171.09%-148.0pp | 91.61%-68.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $670 | $3,198-79.0% | $2,541-73.6% | $4,761-85.9% |
| Participant deferral / active EE | $716 | $4,784-85.0% | $4,167-82.8% | $5,982-88.0% |
| Admin fee / account holder | $401 | $10,130-96.0% | $6,795-94.1% | $11,246-96.4% |