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 | $4,078 | $148,534-97.3% | $135,903-97.0% | $139,434-97.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 27.86% | 79.19%-51.3pp | 68.23%-40.4pp | 372.94%-345.1pp |
| Employer contribution / active EE | $1,737 | $5,243-66.9% | $4,856-64.2% | $4,751-63.4% |
| Participant deferral / active EE | $2,017 | $8,100-75.1% | $7,758-74.0% | $6,710-69.9% |
| Admin fee / account holder | $304 | $12,400-97.5% | $10,762-97.2% | $11,403-97.3% |