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 | $15,264 | $202,318-92.5% | $172,739-91.2% | $152,861-90.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.48% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,034 | $5,856-65.3% | $5,143-60.5% | $4,762-57.3% |
| Participant deferral / active EE | $1,579 | $5,948-73.5% | $5,198-69.6% | $5,850-73.0% |
| Admin fee / account holder | $2,194 | $17,109-87.2% | $13,954-84.3% | $11,596-81.1% |