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 5-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 | $6,445 | $148,534-95.7% | $135,903-95.3% | $139,434-95.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.81% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,045 | $5,243-80.1% | $4,856-78.5% | $4,751-78.0% |
| Participant deferral / active EE | $1,609 | $8,100-80.1% | $7,758-79.3% | $6,710-76.0% |
| Admin fee / account holder | $443 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |