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 | $12,876 | $167,484-92.3% | $151,611-91.5% | $134,475-90.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -2.57% | 7.80%-10.4pp | 3.33%-5.9pp | 417.96%-420.5pp |
| Employer contribution / active EE | $1,724 | $6,829-74.8% | $6,166-72.0% | $4,740-63.6% |
| Participant deferral / active EE | $1,721 | $8,986-80.8% | $8,363-79.4% | $6,400-73.1% |
| Admin fee / account holder | $35,966 | $13,783+160.9% | $11,616+209.6% | $11,426+214.8% |