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 | $8,478 | $99,020-91.4% | $86,590-90.2% | $147,584-94.3% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 12.13% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $50 | $3,132-98.4% | $2,839-98.2% | $4,876-99.0% |
| Participant deferral / active EE | $333 | $3,972-91.6% | $3,609-90.8% | $5,439-93.9% |
| Admin fee / account holder | $817 | $5,710-85.7% | $4,906-83.3% | $10,885-92.5% |