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 8-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 | $13,310 | $89,753-85.2% | $107,525-87.6% | $84,808-84.3% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 16.28% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,298 | $3,113-26.2% | $3,754-38.8% | $2,631-12.7% |
| Participant deferral / active EE | $1,315 | $4,056-67.6% | $5,116-74.3% | $4,212-68.8% |
| Admin fee / account holder | $3,713 | $7,222-48.6% | $8,919-58.4% | $7,344-49.4% |