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 | $29,845 | $171,865-82.6% | $149,718-80.1% | $147,584-79.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.02% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,807 | $6,275-71.2% | $5,445-66.8% | $4,876-62.9% |
| Participant deferral / active EE | $2,498 | $7,271-65.6% | $6,569-62.0% | $5,439-54.1% |
| Admin fee / account holder | $2,795 | $13,799-79.7% | $11,283-75.2% | $10,885-74.3% |