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 | $10,413 | $89,355-88.3% | $141,162-92.6% | $72,985-85.7% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $9,297 | $3,114+198.5% | $4,735+96.3% | $2,440+281.0% |
| Participant deferral / active EE | $267 | $5,418-95.1% | $6,709-96.0% | $3,607-92.6% |
| Admin fee / account holder | $475 | $5,958-92.0% | $10,261-95.4% | $5,124-90.7% |