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 | $1,925 | $77,899-97.5% | $149,673-98.7% | $75,163-97.4% |
| Participation rate | 76.7% | 65.6%+11.1pp | 78.8%-2.1pp | 67.2%+9.5pp |
| Annual return | 21.12% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $520 | $3,137-83.4% | $4,818-89.2% | $2,670-80.5% |
| Participant deferral / active EE | $763 | $3,411-77.6% | $5,680-86.6% | $4,125-81.5% |
| Admin fee / account holder | $421 | $5,956-92.9% | $13,210-96.8% | $5,651-92.6% |