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 | $3,491 | $105,998-96.7% | $92,233-96.2% | $147,584-97.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.34% | 50.05%-26.7pp | 176.28%-152.9pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,171 | $4,333-49.9% | $3,679-41.0% | $4,876-55.5% |
| Participant deferral / active EE | $1,026 | $4,478-77.1% | $3,897-73.7% | $5,439-81.1% |
| Admin fee / account holder | $560 | $6,332-91.1% | $5,194-89.2% | $10,885-94.9% |