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 | $9,326 | $77,145-87.9% | $108,410-91.4% | $85,850-89.1% |
| Participation rate | 82.2% | 74.7%+7.5pp | 80.1%+2.1pp | 69.3%+12.9pp |
| Annual return | 25.00% | 44.54%-19.5pp | 905.27%-880.3pp | 318.53%-293.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,242 | $5,566-77.7% | $6,563-81.1% | $3,952-68.6% |
| Admin fee / account holder | $592 | $5,172-88.5% | $7,295-91.9% | $6,260-90.5% |