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 | $33,570 | $110,094-69.5% | $151,611-77.9% | $68,494-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.11% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,537 | $4,471-65.6% | $6,166-75.1% | $2,596-40.8% |
| Participant deferral / active EE | $1,807 | $6,527-72.3% | $8,363-78.4% | $4,027-55.1% |
| Admin fee / account holder | $6,845 | $7,719-11.3% | $11,616-41.1% | $5,403+26.7% |