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 | $9,880 | $105,181-90.6% | $159,436-93.8% | $85,850-88.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 115.44% | 45.07%+70.4pp | 263.57%-148.1pp | 318.53%-203.1pp |
| Employer contribution / active EE | $1,215 | $3,318-63.4% | $4,829-74.8% | $2,565-52.6% |
| Participant deferral / active EE | $391 | $5,945-93.4% | $7,352-94.7% | $3,952-90.1% |
| Admin fee / account holder | $34,821 | $6,933+402.2% | $10,799+222.5% | $6,260+456.3% |