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 7-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 | $1,238 | $84,402-98.5% | $61,373-98.0% | $134,475-99.1% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -9.01% | 584.55%-593.6pp | 338.61%-347.6pp | 417.96%-427.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $148 | $2,819-94.8% | $2,125-93.1% | $6,400-97.7% |
| Admin fee / account holder | $4,471 | $2,585+72.9% | $2,130+109.9% | $11,426-60.9% |