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 6-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 | $15,107 | $98,750-84.7% | $149,696-89.9% | $79,858-81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,429 | $3,216-55.6% | $4,644-69.2% | $2,471-42.2% |
| Participant deferral / active EE | $2,364 | $5,680-58.4% | $6,842-65.5% | $3,740-36.8% |
| Admin fee / account holder | $9,864 | $6,053+63.0% | $9,309+6.0% | $5,306+85.9% |