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 | $6,236 | $160,055-96.1% | $140,016-95.5% | $135,375-95.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.26% | 911.38%-915.6pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,000 | $6,420-68.9% | $5,606-64.3% | $4,779-58.2% |
| Participant deferral / active EE | $2,086 | $7,642-72.7% | $6,927-69.9% | $5,609-62.8% |
| Admin fee / account holder | $954 | $13,328-92.8% | $10,705-91.1% | $10,827-91.2% |