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 | $10,873 | $138,065-92.1% | $123,544-91.2% | $135,375-92.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.03% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $9,891 | $5,151+92.0% | $4,628+113.7% | $4,779+107.0% |
| Participant deferral / active EE | $1,288 | $6,799-81.1% | $6,426-80.0% | $5,609-77.0% |
| Admin fee / account holder | $251,748 | $10,916+2206.3% | $9,284+2611.7% | $10,827+2225.2% |