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 | $17,730 | $202,318-91.2% | $172,739-89.7% | $152,861-88.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.08% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,409 | $5,856-58.9% | $5,143-53.2% | $4,762-49.4% |
| Participant deferral / active EE | $250 | $5,948-95.8% | $5,198-95.2% | $5,850-95.7% |
| Admin fee / account holder | $512 | $17,109-97.0% | $13,954-96.3% | $11,596-95.6% |