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 | $17,858 | $86,286-79.3% | $111,297-84.0% | $85,850-79.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.49% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,790 | $2,043-12.4% | $2,731-34.5% | $2,565-30.2% |
| Participant deferral / active EE | $1,137 | $3,641-68.8% | $4,487-74.7% | $3,952-71.2% |
| Admin fee / account holder | $545 | $8,188-93.3% | $7,964-93.2% | $6,260-91.3% |