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 | $585 | $70,756-99.2% | $65,493-99.1% | $142,382-99.6% |
| Participation rate | 73.7% | 77.4%-3.7pp | 73.1%+0.6pp | 80.1%-6.4pp |
| Annual return | 12.95% | 1754.89%-1741.9pp | 982.45%-969.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $277 | $4,637-94.0% | $3,961-93.0% | $6,507-95.7% |
| Admin fee / account holder | $534 | $6,559-91.9% | $5,028-89.4% | $12,624-95.8% |