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 | $16,368 | $133,922-87.8% | $116,228-85.9% | $142,382-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.75% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.3pp |
| Employer contribution / active EE | $697 | $3,446-79.8% | $2,994-76.7% | $4,299-83.8% |
| Participant deferral / active EE | $1,036 | $5,672-81.7% | $4,953-79.1% | $6,507-84.1% |
| Admin fee / account holder | $2,726 | $14,945-81.8% | $11,989-77.3% | $12,624-78.4% |