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 | $7,251 | $159,602-95.5% | $150,045-95.2% | $142,382-94.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 90.61% | 70.24%+20.4pp | 62.55%+28.1pp | 217.08%-126.5pp |
| Employer contribution / active EE | $1,258 | $4,961-74.7% | $4,693-73.2% | $4,299-70.7% |
| Participant deferral / active EE | $1,665 | $8,310-80.0% | $7,997-79.2% | $6,507-74.4% |
| Admin fee / account holder | $634 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |