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 | $11,809 | $100,754-88.3% | $86,677-86.4% | $134,475-91.2% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -21.14% | 29.04%-50.2pp | 35.91%-57.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $992 | $3,489-71.6% | $2,836-65.0% | $4,740-79.1% |
| Participant deferral / active EE | $1,707 | $5,338-68.0% | $4,656-63.3% | $6,400-73.3% |
| Admin fee / account holder | $1,526 | $10,926-86.0% | $7,493-79.6% | $11,426-86.6% |