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 | $3,107 | $82,664-96.2% | $125,339-97.5% | $68,494-95.5% |
| Participation rate | 87.1% | 75.0%+12.1pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,439 | $3,381-57.4% | $4,814-70.1% | $2,596-44.6% |
| Participant deferral / active EE | $362 | $6,110-94.1% | $7,446-95.1% | $4,027-91.0% |
| Admin fee / account holder | $1,191 | $6,275-81.0% | $10,010-88.1% | $5,403-77.9% |