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 6-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 | $5,518 | $124,281-95.6% | $109,143-94.9% | $167,490-96.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | -62.26% | 26.04%-88.3pp | 25.75%-88.0pp | 478.56%-540.8pp |
| Employer contribution / active EE | $942 | $4,207-77.6% | $3,722-74.7% | $4,837-80.5% |
| Participant deferral / active EE | $1,460 | $5,255-72.2% | $4,653-68.6% | $6,341-77.0% |
| Admin fee / account holder | $4,358 | $7,970-45.3% | $6,752-35.5% | $12,309-64.6% |