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 | $18,714 | $180,449-89.6% | $154,107-87.9% | $135,375-86.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.00% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,313 | $6,035-78.2% | $5,298-75.2% | $4,779-72.5% |
| Participant deferral / active EE | $714 | $5,806-87.7% | $5,081-85.9% | $5,609-87.3% |
| Admin fee / account holder | $1,533 | $16,143-90.5% | $13,411-88.6% | $10,827-85.8% |