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 | $8,652 | $201,272-95.7% | $184,203-95.3% | $145,922-94.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.54% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,547 | $7,022-78.0% | $6,427-75.9% | $4,660-66.8% |
| Participant deferral / active EE | $1,890 | $9,806-80.7% | $9,131-79.3% | $6,688-71.7% |
| Admin fee / account holder | $1,757 | $16,364-89.3% | $13,901-87.4% | $13,397-86.9% |