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 | $24,084 | $160,055-85.0% | $140,016-82.8% | $135,375-82.2% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -3.69% | 911.38%-915.1pp | 651.12%-654.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,657 | $6,420-74.2% | $5,606-70.4% | $4,779-65.3% |
| Participant deferral / active EE | $1,066 | $7,642-86.1% | $6,927-84.6% | $5,609-81.0% |
| Admin fee / account holder | $1,431 | $13,328-89.3% | $10,705-86.6% | $10,827-86.8% |