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 7-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 | $14,071 | $117,841-88.1% | $102,423-86.3% | $145,922-90.4% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 35.15% | 31.65%+3.5pp | 29.32%+5.8pp | 561.29%-526.1pp |
| Employer contribution / active EE | $1,090 | $3,615-69.8% | $3,023-63.9% | $4,660-76.6% |
| Participant deferral / active EE | $1,174 | $5,731-79.5% | $5,053-76.8% | $6,688-82.5% |
| Admin fee / account holder | $769 | $13,326-94.2% | $9,451-91.9% | $13,397-94.3% |