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 | $8,971 | $198,466-95.5% | $170,442-94.7% | $147,584-93.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 524.95% | 257.29%+267.7pp | 205.93%+319.0pp | 578.55%-53.6pp |
| Employer contribution / active EE | $1,508 | $6,184-75.6% | $5,433-72.2% | $4,876-69.1% |
| Participant deferral / active EE | $1,808 | $5,629-67.9% | $4,939-63.4% | $5,439-66.8% |
| Admin fee / account holder | $2,077 | $16,852-87.7% | $13,880-85.0% | $10,885-80.9% |