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.
Employer 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 | $9,915 | $160,055-93.8% | $140,016-92.9% | $135,375-92.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.20% | 911.38%-915.6pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,097 | $6,420-82.9% | $5,606-80.4% | $4,779-77.0% |
| Participant deferral / active EE | $2,736 | $7,642-64.2% | $6,927-60.5% | $5,609-51.2% |
| Admin fee / account holder | $23,503 | $13,328+76.3% | $10,705+119.5% | $10,827+117.1% |