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 5-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 | $5,662 | $57,281-90.1% | $86,612-93.5% | $75,163-92.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 39.55% | 2670.75%-2631.2pp | 591.07%-551.5pp | 160.62%-121.1pp |
| Employer contribution / active EE | $355 | $2,314-84.7% | $3,022-88.3% | $2,670-86.7% |
| Participant deferral / active EE | $613 | $3,318-81.5% | $4,438-86.2% | $4,125-85.1% |
| Admin fee / account holder | $335 | $4,112-91.8% | $5,614-94.0% | $5,651-94.1% |