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 5-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 | $18,998 | $127,777-85.1% | $106,548-82.2% | $167,490-88.7% |
| Participation rate | 73.9% | 78.3%-4.4pp | 76.1%-2.2pp | 82.1%-8.2pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $242 | $5,087-95.2% | $4,398-94.5% | $6,341-96.2% |
| Admin fee / account holder | $701 | $11,228-93.8% | $7,407-90.5% | $12,309-94.3% |