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 9-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 | $11,789 | $160,055-92.6% | $140,016-91.6% | $135,375-91.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -11.92% | 911.38%-923.3pp | 651.12%-663.0pp | 519.73%-531.7pp |
| Employer contribution / active EE | $2,072 | $6,420-67.7% | $5,606-63.0% | $4,779-56.6% |
| Participant deferral / active EE | $2,288 | $7,642-70.1% | $6,927-67.0% | $5,609-59.2% |
| Admin fee / account holder | $583 | $13,328-95.6% | $10,705-94.6% | $10,827-94.6% |