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 | $6,356 | $71,883-91.2% | $86,677-92.7% | $68,494-90.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.50% | 3.52%-13.0pp | 35.91%-45.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,250 | $2,173+3.6% | $2,836-20.7% | $2,596-13.3% |
| Participant deferral / active EE | $418 | $3,779-88.9% | $4,656-91.0% | $4,027-89.6% |
| Admin fee / account holder | $749 | $6,112-87.7% | $7,493-90.0% | $5,403-86.1% |