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 | $3,581 | $67,331-94.7% | $60,874-94.1% | $134,475-97.3% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -19.93% | 49.93%-69.9pp | 16.90%-36.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $592 | $3,096-80.9% | $2,701-78.1% | $4,740-87.5% |
| Participant deferral / active EE | $705 | $4,538-84.5% | $3,817-81.5% | $6,400-89.0% |
| Admin fee / account holder | $521 | $4,582-88.6% | $3,224-83.8% | $11,426-95.4% |