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 | $8,034 | $64,707-87.6% | $112,228-92.8% | $68,494-88.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.63% | -11.40%-0.2pp | 27.45%-39.1pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,182 | $2,746-57.0% | $3,635-67.5% | $2,596-54.5% |
| Participant deferral / active EE | $135 | $3,565-96.2% | $4,728-97.1% | $4,027-96.6% |
| Admin fee / account holder | $1,812 | $5,232-65.4% | $6,410-71.7% | $5,403-66.5% |