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 4-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 | $7,494 | $175,202-95.7% | $149,673-95.0% | $139,434-94.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | -7.31% | 166.71%-174.0pp | 134.42%-141.7pp | 372.94%-380.3pp |
| Employer contribution / active EE | $1,493 | $5,474-72.7% | $4,818-69.0% | $4,751-68.6% |
| Participant deferral / active EE | $746 | $6,519-88.6% | $5,680-86.9% | $6,710-88.9% |
| Admin fee / account holder | $688 | $16,150-95.7% | $13,210-94.8% | $11,403-94.0% |