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 | $7,073 | $56,199-87.4% | $67,652-89.5% | $59,632-88.1% |
| Participation rate | 97.0% | 71.5%+25.5pp | 75.7%+21.3pp | 68.7%+28.3pp |
| Annual return | -0.10% | 18505.31%-18505.4pp | 6625.04%-6625.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,051 | $1,614-34.9% | $2,266-53.6% | $2,203-52.3% |
| Participant deferral / active EE | $996 | $2,844-65.0% | $3,560-72.0% | $3,192-68.8% |
| Admin fee / account holder | $1,482 | $3,958-62.6% | $4,821-69.3% | $4,297-65.5% |