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 8-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 | $7,494 | $103,376-92.8% | $87,100-91.4% | $152,861-95.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.85% | 28.10%-14.2pp | 28.19%-14.3pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,136 | $3,220-64.7% | $2,521-55.0% | $4,762-76.2% |
| Participant deferral / active EE | $1,200 | $4,778-74.9% | $4,049-70.4% | $5,850-79.5% |
| Admin fee / account holder | $19,321 | $12,205+58.3% | $7,497+157.7% | $11,596+66.6% |