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 | $16,217 | $105,859-84.7% | $90,160-82.0% | $147,584-89.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.98% | 37.63%-21.6pp | 34.88%-18.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,905 | $4,126-53.8% | $3,318-42.6% | $4,876-60.9% |
| Participant deferral / active EE | $1,291 | $5,733-77.5% | $5,288-75.6% | $5,439-76.3% |
| Admin fee / account holder | $478 | $8,046-94.1% | $5,943-92.0% | $10,885-95.6% |