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 | $8,116 | $69,515-88.3% | $86,874-90.7% | $85,850-90.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 16.26% | 20.12%-3.9pp | 63.52%-47.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,482 | $1,880-21.2% | $2,495-40.6% | $2,565-42.2% |
| Participant deferral / active EE | $73 | $2,919-97.5% | $3,699-98.0% | $3,952-98.2% |
| Admin fee / account holder | $488 | $5,972-91.8% | $5,828-91.6% | $6,260-92.2% |