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 | $2,561 | $95,803-97.3% | $113,168-97.7% | $84,808-97.0% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 42.20% | 25.00%+17.2pp | 24.27%+17.9pp | 40.90%+1.3pp |
| Employer contribution / active EE | $1,378 | $2,360-41.6% | $2,975-53.7% | $2,631-47.6% |
| Participant deferral / active EE | $1,476 | $4,242-65.2% | $5,107-71.1% | $4,212-64.9% |
| Admin fee / account holder | $368 | $8,989-95.9% | $12,068-97.0% | $7,344-95.0% |