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 | $16,675 | $162,781-89.8% | $133,956-87.6% | $158,922-89.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.75% | 41.94%-36.2pp | 45.09%-39.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $8,438 | $4,975+69.6% | $3,919+115.3% | $4,761+77.2% |
| Participant deferral / active EE | $434 | $5,911-92.7% | $5,048-91.4% | $5,982-92.8% |
| Admin fee / account holder | $16,801 | $11,736+43.2% | $8,927+88.2% | $11,246+49.4% |