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 | $13,228 | $183,519-92.8% | $155,509-91.5% | $145,922-90.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 42.03% | 61.17%-19.1pp | 64.67%-22.6pp | 561.29%-519.3pp |
| Employer contribution / active EE | $1,613 | $5,313-69.6% | $4,672-65.5% | $4,660-65.4% |
| Participant deferral / active EE | $1,795 | $6,462-72.2% | $5,626-68.1% | $6,688-73.2% |
| Admin fee / account holder | $10,908 | $19,313-43.5% | $15,912-31.5% | $13,397-18.6% |