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 | $8,902 | $97,757-90.9% | $83,848-89.4% | $135,375-93.4% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -8.65% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $955 | $4,682-79.6% | $4,082-76.6% | $5,609-83.0% |
| Admin fee / account holder | $532 | $6,674-92.0% | $5,478-90.3% | $10,827-95.1% |