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 | $8,675 | $114,381-92.4% | $107,525-91.9% | $142,382-93.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.55% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,459 | $4,015-63.7% | $3,754-61.1% | $4,299-66.1% |
| Participant deferral / active EE | $1,459 | $5,564-73.8% | $5,116-71.5% | $6,507-77.6% |
| Admin fee / account holder | $5,099 | $9,860-48.3% | $8,919-42.8% | $12,624-59.6% |