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 | $11,727 | $77,813-84.9% | $123,544-90.5% | $64,186-81.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.33% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,047 | $3,014-65.3% | $4,628-77.4% | $2,381-56.0% |
| Participant deferral / active EE | $1,196 | $5,240-77.2% | $6,426-81.4% | $3,470-65.5% |
| Admin fee / account holder | $3,804 | $5,519-31.1% | $9,284-59.0% | $4,888-22.2% |