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 | $14,051 | $214,378-93.4% | $200,582-93.0% | $142,382-90.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 25.14% | 46.41%-21.3pp | 42.33%-17.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,520 | $6,841-77.8% | $6,419-76.3% | $4,299-64.7% |
| Participant deferral / active EE | $2,893 | $9,865-70.7% | $9,331-69.0% | $6,507-55.5% |
| Admin fee / account holder | $1,453 | $17,692-91.8% | $16,305-91.1% | $12,624-88.5% |