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 | $111,886 | $369,484-69.7% | $303,047-63.1% | $357,791-68.7% |
| Participation rate | 78.9% | 90.0%-11.0pp | 87.1%-8.1pp | 85.6%-6.6pp |
| Annual return | 17.16% | 0.42%+16.7pp | 2.47%+14.7pp | 396.79%-379.6pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,379 | $5,439-37.9% | $5,070-33.3% | $5,521-38.8% |
| Admin fee / account holder | $73,110 | $49,137+48.8% | $39,333+85.9% | $28,387+157.5% |