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 | $3,973 | $62,586-93.7% | $76,768-94.8% | $64,186-93.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.06% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,053 | $1,832-42.5% | $2,485-57.6% | $2,381-55.8% |
| Participant deferral / active EE | $399 | $3,145-87.3% | $3,852-89.6% | $3,470-88.5% |
| Admin fee / account holder | $1,031 | $4,667-77.9% | $6,675-84.6% | $4,888-78.9% |