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 | $33,616 | $171,865-80.4% | $149,718-77.5% | $147,584-77.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.80% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,420 | $6,275-77.4% | $5,445-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $1,420 | $7,271-80.5% | $6,569-78.4% | $5,439-73.9% |
| Admin fee / account holder | $4,833 | $13,799-65.0% | $11,283-57.2% | $10,885-55.6% |