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 | $4,427 | $209,411-97.9% | $178,490-97.5% | $158,922-97.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.05% | 188.75%-162.7pp | 151.07%-125.0pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,492 | $5,706-73.9% | $5,011-70.2% | $4,761-68.7% |
| Participant deferral / active EE | $1,648 | $5,954-72.3% | $5,202-68.3% | $5,982-72.5% |
| Admin fee / account holder | $2,665 | $17,074-84.4% | $13,984-80.9% | $11,246-76.3% |