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 | $12,201 | $127,100-90.4% | $105,738-88.5% | $135,375-91.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.90% | 4.49%-11.4pp | 6.27%-13.2pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,875 | $4,107-54.3% | $3,268-42.6% | $4,779-60.8% |
| Participant deferral / active EE | $757 | $5,064-85.1% | $4,080-81.5% | $5,609-86.5% |
| Admin fee / account holder | $709 | $9,087-92.2% | $6,913-89.7% | $10,827-93.4% |