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 5-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 | $6,978 | $176,056-96.0% | $159,436-95.6% | $167,490-95.8% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 26.59% | 331.75%-305.2pp | 263.57%-237.0pp | 478.56%-452.0pp |
| Employer contribution / active EE | $1,519 | $5,297-71.3% | $4,829-68.5% | $4,837-68.6% |
| Participant deferral / active EE | $1,652 | $7,750-78.7% | $7,352-77.5% | $6,341-73.9% |
| Admin fee / account holder | $535 | $12,554-95.7% | $10,799-95.0% | $12,309-95.7% |