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 | $6,170 | $81,248-92.4% | $155,509-96.0% | $80,856-92.4% |
| Participation rate | 85.4% | 66.2%+19.1pp | 78.2%+7.2pp | 67.6%+17.7pp |
| Annual return | 12.53% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $646 | $3,100-79.2% | $4,672-86.2% | $2,755-76.6% |
| Participant deferral / active EE | $661 | $3,452-80.8% | $5,626-88.2% | $4,296-84.6% |
| Admin fee / account holder | $759 | $7,997-90.5% | $15,912-95.2% | $6,918-89.0% |