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 6-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 | $7,007 | $167,484-95.8% | $151,611-95.4% | $134,475-94.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 8.39% | 7.80%+0.6pp | 3.33%+5.1pp | 417.96%-409.6pp |
| Employer contribution / active EE | $1,531 | $6,829-77.6% | $6,166-75.2% | $4,740-67.7% |
| Participant deferral / active EE | $1,815 | $8,986-79.8% | $8,363-78.3% | $6,400-71.6% |
| Admin fee / account holder | $564 | $13,783-95.9% | $11,616-95.1% | $11,426-95.1% |