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 | $12,089 | $76,000-84.1% | $154,107-92.2% | $64,186-81.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.64% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,502 | $3,351-55.2% | $5,298-71.6% | $2,381-36.9% |
| Participant deferral / active EE | $601 | $3,175-81.1% | $5,081-88.2% | $3,470-82.7% |
| Admin fee / account holder | $950 | $5,596-83.0% | $13,411-92.9% | $4,888-80.6% |