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 | $5,203 | $70,587-92.6% | $124,672-95.8% | $85,850-93.9% |
| Participation rate | 93.9% | 64.4%+29.5pp | 74.6%+19.3pp | 69.3%+24.6pp |
| Annual return | 11.95% | 20688.83%-20676.9pp | 5142.93%-5131.0pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $151 | $2,969-94.9% | $4,614-96.7% | $3,952-96.2% |
| Admin fee / account holder | $1,193 | $5,282-77.4% | $7,493-84.1% | $6,260-80.9% |