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 | $4,760 | $48,046-90.1% | $84,611-94.4% | $72,985-93.5% |
| Participation rate | 73.5% | 57.6%+15.9pp | 68.2%+5.2pp | 69.5%+4.0pp |
| Annual return | 22.05% | 37.38%-15.3pp | 258.74%-236.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $576 | $1,602-64.1% | $2,652-78.3% | $2,440-76.4% |
| Participant deferral / active EE | $743 | $2,680-72.3% | $3,899-80.9% | $3,607-79.4% |
| Admin fee / account holder | $470 | $3,395-86.2% | $4,912-90.4% | $5,124-90.8% |