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 | $4,178 | $107,452-96.1% | $91,541-95.4% | $142,382-97.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 19.26% | 22.06%-2.8pp | 20.50%-1.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,360 | $2,994-54.6% | $2,505-45.7% | $4,299-68.4% |
| Participant deferral / active EE | $294 | $4,754-93.8% | $4,008-92.7% | $6,507-95.5% |
| Admin fee / account holder | $351 | $8,834-96.0% | $6,956-95.0% | $12,624-97.2% |