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 4-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 | $1,858 | $80,717-97.7% | $154,803-98.8% | $84,808-97.8% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.4pp | 68.3%+16.1pp |
| Annual return | 21.20% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $514 | $2,761-81.4% | $4,305-88.1% | $2,631-80.5% |
| Participant deferral / active EE | $590 | $3,303-82.1% | $5,540-89.3% | $4,212-86.0% |
| Admin fee / account holder | $471 | $6,746-93.0% | $14,329-96.7% | $7,344-93.6% |