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 | $11,785 | $105,860-88.9% | $90,749-87.0% | $134,475-91.2% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.7%+5.3pp | 81.2%-0.3pp |
| Annual return | -16.81% | -11.01%-5.8pp | -12.16%-4.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $926 | $3,462-73.3% | $2,921-68.3% | $4,740-80.5% |
| Participant deferral / active EE | $1,284 | $5,216-75.4% | $4,564-71.9% | $6,400-79.9% |
| Admin fee / account holder | $1,059 | $13,938-92.4% | $8,445-87.5% | $11,426-90.7% |