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 | $1,794 | $117,381-98.5% | $99,443-98.2% | $152,861-98.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.30% | 31.87%-13.6pp | 30.72%-12.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $754 | $3,013-75.0% | $2,540-70.3% | $4,762-84.2% |
| Participant deferral / active EE | $355 | $4,086-91.3% | $3,619-90.2% | $5,850-93.9% |
| Admin fee / account holder | $392 | $7,631-94.9% | $6,250-93.7% | $11,596-96.6% |