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 7-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 | $5,056 | $100,754-95.0% | $86,677-94.2% | $134,475-96.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -16.42% | 29.04%-45.5pp | 35.91%-52.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,328 | $3,489-62.0% | $2,836-53.2% | $4,740-72.0% |
| Participant deferral / active EE | $1,551 | $5,338-70.9% | $4,656-66.7% | $6,400-75.8% |
| Admin fee / account holder | $3,193 | $10,926-70.8% | $7,493-57.4% | $11,426-72.1% |