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 | $7,717 | $115,882-93.3% | $100,516-92.3% | $158,922-95.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.23% | 34.79%-17.6pp | 30.89%-13.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,334 | $4,103-67.5% | $3,418-61.0% | $4,761-72.0% |
| Participant deferral / active EE | $1,915 | $6,674-71.3% | $6,270-69.5% | $5,982-68.0% |
| Admin fee / account holder | $410 | $10,995-96.3% | $8,081-94.9% | $11,246-96.4% |