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 | $10,091 | $75,828-86.7% | $147,614-93.2% | $59,632-83.1% |
| Participation rate | 97.8% | 71.6%+26.2pp | 84.6%+13.2pp | 68.7%+29.1pp |
| Annual return | -4.21% | 0.37%-4.6pp | 61.98%-66.2pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $1,762 | $3,485-49.4% | $5,564-68.3% | $2,203-20.0% |
| Participant deferral / active EE | $790 | $3,130-74.8% | $4,895-83.9% | $3,192-75.2% |
| Admin fee / account holder | $558 | $5,985-90.7% | $11,611-95.2% | $4,297-87.0% |