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 4-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 | $8,197 | $214,378-96.2% | $200,582-95.9% | $142,382-94.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.89% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,482 | $6,841-78.3% | $6,419-76.9% | $4,299-65.5% |
| Participant deferral / active EE | $1,723 | $9,865-82.5% | $9,331-81.5% | $6,507-73.5% |
| Admin fee / account holder | $745 | $17,692-95.8% | $16,305-95.4% | $12,624-94.1% |