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 | $7,112 | $104,251-93.2% | $91,001-92.2% | $147,584-95.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 252.21% | 27.06%+225.1pp | 4.60%+247.6pp | 578.55%-326.3pp |
| Employer contribution / active EE | $3,360 | $3,116+7.8% | $2,456+36.8% | $4,876-31.1% |
| Participant deferral / active EE | $993 | $4,195-76.3% | $3,547-72.0% | $5,439-81.7% |
| Admin fee / account holder | $365 | $8,948-95.9% | $5,417-93.3% | $10,885-96.6% |