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 | $3,035 | $78,694-96.1% | $67,652-95.5% | $125,391-97.6% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -11.10% | 9.46%-20.6pp | 6625.04%-6636.1pp | 282.22%-293.3pp |
| Employer contribution / active EE | $896 | $3,044-70.6% | $2,266-60.5% | $4,866-81.6% |
| Participant deferral / active EE | $1,139 | $4,292-73.5% | $3,560-68.0% | $5,352-78.7% |
| Admin fee / account holder | $478 | $7,403-93.5% | $4,821-90.1% | $9,540-95.0% |