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 | $9,341 | $50,958-81.7% | $74,550-87.5% | $64,186-85.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -2.01% | -1.86%-0.2pp | 32.53%-34.5pp | 7.63%-9.6pp |
| Employer contribution / active EE | $323 | $1,115-71.1% | $1,961-83.5% | $2,381-86.5% |
| Participant deferral / active EE | $616 | $2,301-73.2% | $3,108-80.2% | $3,470-82.2% |
| Admin fee / account holder | $1,564 | $4,223-63.0% | $5,060-69.1% | $4,888-68.0% |