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 | $18,123 | $198,466-90.9% | $170,442-89.4% | $147,584-87.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.63% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,412 | $6,184-77.2% | $5,433-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $1,525 | $5,629-72.9% | $4,939-69.1% | $5,439-72.0% |
| Admin fee / account holder | $6,385 | $16,852-62.1% | $13,880-54.0% | $10,885-41.3% |