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 6-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 | $4,708 | $82,286-94.3% | $68,791-93.2% | $134,475-96.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -11.61% | -2.19%-9.4pp | -6.38%-5.2pp | 417.96%-429.6pp |
| Employer contribution / active EE | $588 | $3,301-82.2% | $2,655-77.9% | $4,740-87.6% |
| Participant deferral / active EE | $944 | $4,739-80.1% | $3,941-76.1% | $6,400-85.3% |
| Admin fee / account holder | $2,374 | $6,481-63.4% | $4,932-51.9% | $11,426-79.2% |