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 | $5,409 | $214,378-97.5% | $200,582-97.3% | $142,382-96.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 28.10% | 46.41%-18.3pp | 42.33%-14.2pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,641 | $6,841-76.0% | $6,419-74.4% | $4,299-61.8% |
| Participant deferral / active EE | $2,550 | $9,865-74.2% | $9,331-72.7% | $6,507-60.8% |
| Admin fee / account holder | $3,568 | $17,692-79.8% | $16,305-78.1% | $12,624-71.7% |