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 6-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 | $28,321 | $209,411-86.5% | $178,490-84.1% | $158,922-82.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.48% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $5,081 | $5,706-11.0% | $5,011+1.4% | $4,761+6.7% |
| Participant deferral / active EE | $1,234 | $5,954-79.3% | $5,202-76.3% | $5,982-79.4% |
| Admin fee / account holder | $10,666 | $17,074-37.5% | $13,984-23.7% | $11,246-5.2% |