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 | $4,789 | $64,707-92.6% | $112,228-95.7% | $68,494-93.0% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.1%-1.4pp | 67.9%+5.8pp |
| Annual return | -18.86% | -11.40%-7.5pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,199 | $2,746-56.3% | $3,635-67.0% | $2,596-53.8% |
| Participant deferral / active EE | $477 | $3,565-86.6% | $4,728-89.9% | $4,027-88.2% |
| Admin fee / account holder | $680 | $5,232-87.0% | $6,410-89.4% | $5,403-87.4% |