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 | $3,784 | $77,419-95.1% | $69,455-94.6% | $152,861-97.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.72% | 39.06%-18.3pp | 28.97%-8.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $655 | $3,315-80.2% | $2,779-76.4% | $4,762-86.2% |
| Participant deferral / active EE | $810 | $4,414-81.6% | $3,535-77.1% | $5,850-86.2% |
| Admin fee / account holder | $2,282 | $6,207-63.2% | $3,839-40.6% | $11,596-80.3% |