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 8-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 | $5,258 | $64,707-91.9% | $112,228-95.3% | $68,494-92.3% |
| Participation rate | 87.4% | 67.2%+20.2pp | 75.1%+12.3pp | 67.9%+19.5pp |
| Annual return | -20.16% | -11.40%-8.8pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $845 | $2,746-69.2% | $3,635-76.7% | $2,596-67.4% |
| Participant deferral / active EE | $1,263 | $3,565-64.6% | $4,728-73.3% | $4,027-68.6% |
| Admin fee / account holder | $658 | $5,232-87.4% | $6,410-89.7% | $5,403-87.8% |