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 6-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 | $8,769 | $138,044-93.6% | $125,339-93.0% | $134,475-93.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.99% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,178 | $5,243-77.5% | $4,814-75.5% | $4,740-75.1% |
| Participant deferral / active EE | $2,413 | $7,799-69.1% | $7,446-67.6% | $6,400-62.3% |
| Admin fee / account holder | $601 | $11,571-94.8% | $10,010-94.0% | $11,426-94.7% |