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 | $18,407 | $211,958-91.3% | $169,463-89.1% | $135,375-86.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.49% | 3.26%-2.8pp | 1.83%-1.3pp | 519.73%-519.2pp |
| Employer contribution / active EE | $925 | $5,120-81.9% | $4,159-77.8% | $4,779-80.6% |
| Participant deferral / active EE | $925 | $6,075-84.8% | $5,277-82.5% | $5,609-83.5% |
| Admin fee / account holder | $6,286 | $11,471-45.2% | $9,109-31.0% | $10,827-41.9% |