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 | $4,848 | $81,248-94.0% | $155,509-96.9% | $80,856-94.0% |
| Participation rate | 73.2% | 66.2%+7.0pp | 78.2%-4.9pp | 67.6%+5.6pp |
| Annual return | -0.09% | 33.31%-33.4pp | 64.67%-64.8pp | 35.59%-35.7pp |
| Employer contribution / active EE | $1,194 | $3,100-61.5% | $4,672-74.4% | $2,755-56.6% |
| Participant deferral / active EE | $320 | $3,452-90.7% | $5,626-94.3% | $4,296-92.6% |
| Admin fee / account holder | $567 | $7,997-92.9% | $15,912-96.4% | $6,918-91.8% |