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 | $12,001 | $82,664-85.5% | $125,339-90.4% | $68,494-82.5% |
| Participation rate | 73.8% | 75.0%-1.2pp | 82.4%-8.6pp | 67.9%+5.9pp |
| Annual return | -28.16% | -5.97%-22.2pp | 572.05%-600.2pp | -7.84%-20.3pp |
| Employer contribution / active EE | $1,483 | $3,381-56.1% | $4,814-69.2% | $2,596-42.9% |
| Participant deferral / active EE | $2,120 | $6,110-65.3% | $7,446-71.5% | $4,027-47.4% |
| Admin fee / account holder | $728 | $6,275-88.4% | $10,010-92.7% | $5,403-86.5% |