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 | $16,509 | $159,901-89.7% | $146,958-88.8% | $145,922-88.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.86% | 98.13%-65.3pp | 418.34%-385.5pp | 561.29%-528.4pp |
| Employer contribution / active EE | $1,986 | $5,286-62.4% | $4,933-59.7% | $4,660-57.4% |
| Participant deferral / active EE | $2,480 | $8,428-70.6% | $8,070-69.3% | $6,688-62.9% |
| Admin fee / account holder | $2,529 | $15,044-83.2% | $12,998-80.5% | $13,397-81.1% |