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 | $4,631 | $40,256-88.5% | $57,343-91.9% | $59,632-92.2% |
| Participation rate | 84.9% | 69.2%+15.8pp | 75.1%+9.8pp | 68.7%+16.3pp |
| Annual return | -3.20% | 27.49%-30.7pp | 24.39%-27.6pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $313 | $1,922-83.7% | $2,689-88.4% | $2,203-85.8% |
| Participant deferral / active EE | $442 | $2,399-81.6% | $3,162-86.0% | $3,192-86.1% |
| Admin fee / account holder | $1,009 | $2,818-64.2% | $3,356-69.9% | $4,297-76.5% |