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 8-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 | $5,256 | $64,707-91.9% | $112,228-95.3% | $68,494-92.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.73% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,404 | $2,746-12.5% | $3,635-33.9% | $2,596-7.4% |
| Participant deferral / active EE | $230 | $3,565-93.5% | $4,728-95.1% | $4,027-94.3% |
| Admin fee / account holder | $1,295 | $5,232-75.2% | $6,410-79.8% | $5,403-76.0% |