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 | $6,762 | $99,032-93.2% | $80,019-91.5% | $135,375-95.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.25% | 15.39%-23.6pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,846 | $3,043-6.5% | $2,468+15.3% | $4,779-40.5% |
| Participant deferral / active EE | $730 | $4,282-82.9% | $3,686-80.2% | $5,609-87.0% |
| Admin fee / account holder | $428 | $10,436-95.9% | $6,521-93.4% | $10,827-96.0% |