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 | $2,964 | $106,515-97.2% | $96,683-96.9% | $139,434-97.9% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 22.13% | 38.43%-16.3pp | 35.69%-13.6pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,039 | $4,103-74.7% | $3,737-72.2% | $4,751-78.1% |
| Participant deferral / active EE | $1,157 | $5,454-78.8% | $4,878-76.3% | $6,710-82.8% |
| Admin fee / account holder | $350 | $7,877-95.6% | $6,730-94.8% | $11,403-96.9% |