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 | $20,291 | $160,055-87.3% | $140,016-85.5% | $135,375-85.0% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.5%-8.9pp | 82.6%-4.1pp |
| Annual return | -6.32% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,010 | $6,420-53.1% | $5,606-46.3% | $4,779-37.0% |
| Participant deferral / active EE | $2,028 | $7,642-73.5% | $6,927-70.7% | $5,609-63.8% |
| Admin fee / account holder | $10,759 | $13,328-19.3% | $10,705+0.5% | $10,827-0.6% |