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 7-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 | $13,600 | $165,335-91.8% | $149,696-90.9% | $158,922-91.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -6.14% | 348.15%-354.3pp | 276.60%-282.7pp | 302.83%-309.0pp |
| Employer contribution / active EE | $3,842 | $5,103-24.7% | $4,644-17.3% | $4,761-19.3% |
| Participant deferral / active EE | $358 | $7,181-95.0% | $6,842-94.8% | $5,982-94.0% |
| Admin fee / account holder | $931 | $10,807-91.4% | $9,309-90.0% | $11,246-91.7% |