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 8-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 | $10,410 | $177,572-94.1% | $154,803-93.3% | $142,382-92.7% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 17.27% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,201 | $4,810-75.0% | $4,305-72.1% | $4,299-72.1% |
| Participant deferral / active EE | $1,058 | $6,272-83.1% | $5,540-80.9% | $6,507-83.7% |
| Admin fee / account holder | $584 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |