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 | $5,386 | $60,022-91.0% | $88,946-93.9% | $84,808-93.6% |
| Participation rate | 93.3% | 57.8%+35.5pp | 68.8%+24.5pp | 68.3%+25.0pp |
| Annual return | 27.42% | 22.43%+5.0pp | 57.82%-30.4pp | 40.90%-13.5pp |
| Employer contribution / active EE | $4,188 | $1,703+146.0% | $2,555+63.9% | $2,631+59.2% |
| Participant deferral / active EE | $123 | $3,114-96.0% | $4,581-97.3% | $4,212-97.1% |
| Admin fee / account holder | $496 | $4,811-89.7% | $8,261-94.0% | $7,344-93.2% |