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 8-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 | $1,649 | $65,409-97.5% | $98,442-98.3% | $85,850-98.1% |
| Participation rate | 82.4% | 65.0%+17.4pp | 73.3%+9.0pp | 69.3%+13.0pp |
| Annual return | 12.35% | 21.76%-9.4pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $229 | $2,168-89.5% | $2,960-92.3% | $2,565-91.1% |
| Participant deferral / active EE | $520 | $3,166-83.6% | $4,276-87.8% | $3,952-86.8% |
| Admin fee / account holder | $322 | $4,593-93.0% | $5,949-94.6% | $6,260-94.9% |