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 3-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 | $5,076 | $177,572-97.1% | $154,803-96.7% | $142,382-96.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 25.65% | 65.07%-39.4pp | 58.88%-33.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,203 | $4,810-75.0% | $4,305-72.1% | $4,299-72.0% |
| Participant deferral / active EE | $1,536 | $6,272-75.5% | $5,540-72.3% | $6,507-76.4% |
| Admin fee / account holder | $370 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |