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 7-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 | $11,430 | $102,317-88.8% | $146,958-92.2% | $80,856-85.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 14.92% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,641 | $3,713-55.8% | $4,933-66.7% | $2,755-40.4% |
| Participant deferral / active EE | $2,345 | $6,644-64.7% | $8,070-70.9% | $4,296-45.4% |
| Admin fee / account holder | $452 | $7,941-94.3% | $12,998-96.5% | $6,918-93.5% |