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 9-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 | $3,806 | $84,695-95.5% | $73,843-94.8% | $125,391-97.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -1.57% | 3123.53%-3125.1pp | 2267.84%-2269.4pp | 282.22%-283.8pp |
| Employer contribution / active EE | $600 | $3,123-80.8% | $2,787-78.5% | $4,866-87.7% |
| Participant deferral / active EE | $504 | $3,992-87.4% | $3,583-85.9% | $5,352-90.6% |
| Admin fee / account holder | $1,400 | $5,691-75.4% | $4,880-71.3% | $9,540-85.3% |