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 | $2,513 | $96,635-97.4% | $86,612-97.1% | $139,434-98.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.45% | 106.41%-93.0pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $478 | $3,263-85.4% | $3,022-84.2% | $4,751-89.9% |
| Participant deferral / active EE | $478 | $4,836-90.1% | $4,438-89.2% | $6,710-92.9% |
| Admin fee / account holder | $441 | $6,408-93.1% | $5,614-92.1% | $11,403-96.1% |