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 | $10,450 | $100,754-89.6% | $86,677-87.9% | $134,475-92.2% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -18.56% | 29.04%-47.6pp | 35.91%-54.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,272 | $3,489-63.5% | $2,836-55.1% | $4,740-73.2% |
| Participant deferral / active EE | $1,555 | $5,338-70.9% | $4,656-66.6% | $6,400-75.7% |
| Admin fee / account holder | $1,040 | $10,926-90.5% | $7,493-86.1% | $11,426-90.9% |