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 5-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 | $10,553 | $159,602-93.4% | $150,045-93.0% | $142,382-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -0.63% | 70.24%-70.9pp | 62.55%-63.2pp | 217.08%-217.7pp |
| Employer contribution / active EE | $1,465 | $4,961-70.5% | $4,693-68.8% | $4,299-65.9% |
| Participant deferral / active EE | $2,289 | $8,310-72.5% | $7,997-71.4% | $6,507-64.8% |
| Admin fee / account holder | $1,287 | $14,846-91.3% | $13,435-90.4% | $12,624-89.8% |