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 | $3,212 | $56,484-94.3% | $169,463-98.1% | $64,186-95.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -30.56% | -1.55%-29.0pp | 1.83%-32.4pp | 7.63%-38.2pp |
| Employer contribution / active EE | $999 | $1,832-45.5% | $4,159-76.0% | $2,381-58.0% |
| Participant deferral / active EE | $1,023 | $3,448-70.3% | $5,277-80.6% | $3,470-70.5% |
| Admin fee / account holder | $430 | $4,174-89.7% | $9,109-95.3% | $4,888-91.2% |