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 | $17,043 | $138,065-87.7% | $123,544-86.2% | $135,375-87.4% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -2.16% | 153.68%-155.8pp | 119.20%-121.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,789 | $5,151-65.3% | $4,628-61.3% | $4,779-62.6% |
| Participant deferral / active EE | $1,780 | $6,799-73.8% | $6,426-72.3% | $5,609-68.3% |
| Admin fee / account holder | $4,936 | $10,916-54.8% | $9,284-46.8% | $10,827-54.4% |