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 | $22,709 | $214,378-89.4% | $200,582-88.7% | $142,382-84.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 26.30% | 46.41%-20.1pp | 42.33%-16.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,241 | $6,841-67.2% | $6,419-65.1% | $4,299-47.9% |
| Participant deferral / active EE | $2,682 | $9,865-72.8% | $9,331-71.3% | $6,507-58.8% |
| Admin fee / account holder | $364 | $17,692-97.9% | $16,305-97.8% | $12,624-97.1% |