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 | $7,264 | $183,519-96.0% | $155,509-95.3% | $145,922-95.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 81.19% | 61.17%+20.0pp | 64.67%+16.5pp | 561.29%-480.1pp |
| Employer contribution / active EE | $1,051 | $5,313-80.2% | $4,672-77.5% | $4,660-77.4% |
| Participant deferral / active EE | $1,180 | $6,462-81.7% | $5,626-79.0% | $6,688-82.4% |
| Admin fee / account holder | $629 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |