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 6-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 | $12,658 | $83,902-84.9% | $167,512-92.4% | $84,808-85.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 11.71% | 91.55%-79.8pp | 1615.79%-1604.1pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,877 | $2,264-17.1% | $3,882-51.6% | $2,631-28.6% |
| Participant deferral / active EE | $1,341 | $4,442-69.8% | $6,405-79.1% | $4,212-68.2% |
| Admin fee / account holder | $1,063 | $7,915-86.6% | $9,769-89.1% | $7,344-85.5% |