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 | $14,720 | $95,971-84.7% | $74,550-80.3% | $135,375-89.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.15% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $630 | $2,716-76.8% | $1,961-67.9% | $4,779-86.8% |
| Participant deferral / active EE | $619 | $3,843-83.9% | $3,108-80.1% | $5,609-89.0% |
| Admin fee / account holder | $447 | $6,522-93.1% | $5,060-91.2% | $10,827-95.9% |