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 | $16,682 | $183,963-90.9% | $162,163-89.7% | $152,861-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.97% | 150.76%-134.8pp | 115.59%-99.6pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,137 | $6,371-66.5% | $5,614-61.9% | $4,762-55.1% |
| Participant deferral / active EE | $1,263 | $8,034-84.3% | $7,298-82.7% | $5,850-78.4% |
| Admin fee / account holder | $2,105 | $13,121-84.0% | $10,843-80.6% | $11,596-81.8% |