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 | $9,618 | $76,000-87.3% | $154,107-93.8% | $64,186-85.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.17% | 30.32%-32.5pp | 735.12%-737.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $636 | $3,351-81.0% | $5,298-88.0% | $2,381-73.3% |
| Participant deferral / active EE | $647 | $3,175-79.6% | $5,081-87.3% | $3,470-81.4% |
| Admin fee / account holder | $670 | $5,596-88.0% | $13,411-95.0% | $4,888-86.3% |