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 | $6,126 | $150,440-95.9% | $136,294-95.5% | $147,584-95.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.22% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,270 | $5,256-75.8% | $4,695-73.0% | $4,876-74.0% |
| Participant deferral / active EE | $1,275 | $6,630-80.8% | $6,247-79.6% | $5,439-76.6% |
| Admin fee / account holder | $352 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |