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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,109 | $49,280-89.6% | $67,313-92.4% | $64,186-92.0% |
| Participation rate | 71.0% | 60.8%+10.2pp | 69.1%+1.9pp | 69.6%+1.4pp |
| Annual return | -13.09% | -1.39%-11.7pp | -4.08%-9.0pp | 7.63%-20.7pp |
| Employer contribution / active EE | $301 | $1,668-81.9% | $2,566-88.3% | $2,381-87.4% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $456 | $3,863-88.2% | $4,507-89.9% | $4,888-90.7% |