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 | $896 | $70,606-98.7% | $53,898-98.3% | $142,382-99.4% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 12.06% | 619.81%-607.7pp | 528.60%-516.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $29 | $1,202-97.6% | $932-96.9% | $4,299-99.3% |
| Participant deferral / active EE | $36 | $2,364-98.5% | $1,826-98.0% | $6,507-99.4% |
| Admin fee / account holder | $2,924 | $2,852+2.5% | $2,491+17.4% | $12,624-76.8% |