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 | $11,999 | $142,344-91.6% | $119,609-90.0% | $134,475-91.1% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -7.47% | -12.44%+5.0pp | -14.97%+7.5pp | 417.96%-425.4pp |
| Employer contribution / active EE | $1,524 | $5,222-70.8% | $4,232-64.0% | $4,740-67.8% |
| Participant deferral / active EE | $1,920 | $6,469-70.3% | $5,602-65.7% | $6,400-70.0% |
| Admin fee / account holder | $1,803 | $13,584-86.7% | $10,323-82.5% | $11,426-84.2% |