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 10-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 | $5,352 | $150,440-96.4% | $136,294-96.1% | $147,584-96.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.01% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,142 | $5,256-59.2% | $4,695-54.4% | $4,876-56.1% |
| Participant deferral / active EE | $1,386 | $6,630-79.1% | $6,247-77.8% | $5,439-74.5% |
| Admin fee / account holder | $1,471 | $10,905-86.5% | $9,243-84.1% | $10,885-86.5% |