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 9-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 | $7,837 | $102,616-92.4% | $81,983-90.4% | $158,922-95.1% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 6.58% | 61.04%-54.5pp | 41.31%-34.7pp | 302.83%-296.2pp |
| Employer contribution / active EE | $688 | $3,240-78.8% | $2,498-72.5% | $4,761-85.6% |
| Participant deferral / active EE | $1,045 | $4,648-77.5% | $3,722-71.9% | $5,982-82.5% |
| Admin fee / account holder | $3,294 | $8,235-60.0% | $5,664-41.8% | $11,246-70.7% |