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 7-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 | $17,595 | $167,484-89.5% | $151,611-88.4% | $134,475-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.90% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,249 | $6,829-67.1% | $6,166-63.5% | $4,740-52.6% |
| Participant deferral / active EE | $2,649 | $8,986-70.5% | $8,363-68.3% | $6,400-58.6% |
| Admin fee / account holder | $748 | $13,783-94.6% | $11,616-93.6% | $11,426-93.5% |