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 | $17,475 | $228,332-92.3% | $185,823-90.6% | $158,922-89.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -8.45% | 40.80%-49.2pp | 35.95%-44.4pp | 302.83%-311.3pp |
| Employer contribution / active EE | $2,766 | $4,967-44.3% | $4,087-32.3% | $4,761-41.9% |
| Participant deferral / active EE | $1,220 | $6,415-81.0% | $5,632-78.3% | $5,982-79.6% |
| Admin fee / account holder | $558 | $11,864-95.3% | $9,500-94.1% | $11,246-95.0% |