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 9-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 | $17,351 | $138,065-87.4% | $123,544-86.0% | $135,375-87.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.98% | 153.68%-152.7pp | 119.20%-118.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $1,406 | $5,151-72.7% | $4,628-69.6% | $4,779-70.6% |
| Participant deferral / active EE | $1,714 | $6,799-74.8% | $6,426-73.3% | $5,609-69.4% |
| Admin fee / account holder | $260,236 | $10,916+2284.0% | $9,284+2703.1% | $10,827+2303.6% |