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 | $6,601 | $48,265-86.3% | $68,791-90.4% | $68,494-90.4% |
| Participation rate | 93.8% | 60.7%+33.1pp | 69.0%+24.7pp | 67.9%+25.9pp |
| Annual return | -16.54% | -12.71%-3.8pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $495 | $1,829-73.0% | $2,655-81.4% | $2,596-80.9% |
| Participant deferral / active EE | $238 | $2,867-91.7% | $3,941-94.0% | $4,027-94.1% |
| Admin fee / account holder | $3,738 | $4,355-14.2% | $4,932-24.2% | $5,403-30.8% |