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 | $8,309 | $168,632-95.1% | $147,614-94.4% | $125,391-93.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.41% | 77.65%-80.1pp | 61.98%-64.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,251 | $6,252-64.0% | $5,564-59.5% | $4,866-53.7% |
| Participant deferral / active EE | $530 | $5,507-90.4% | $4,895-89.2% | $5,352-90.1% |
| Admin fee / account holder | $2,015 | $13,580-85.2% | $11,611-82.6% | $9,540-78.9% |