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 | $13,520 | $180,449-92.5% | $154,107-91.2% | $135,375-90.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.79% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,695 | $6,035-71.9% | $5,298-68.0% | $4,779-64.5% |
| Participant deferral / active EE | $1,275 | $5,806-78.0% | $5,081-74.9% | $5,609-77.3% |
| Admin fee / account holder | $467 | $16,143-97.1% | $13,411-96.5% | $10,827-95.7% |