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 4-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 | $971 | $88,751-98.9% | $81,812-98.8% | $145,922-99.3% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.3%+1.3pp | 80.3%-6.6pp |
| Annual return | 11.14% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $404 | $4,643-91.3% | $4,319-90.6% | $6,688-94.0% |
| Admin fee / account holder | $382 | $8,415-95.5% | $7,386-94.8% | $13,397-97.2% |