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 | $5,528 | $92,222-94.0% | $76,768-92.8% | $135,375-95.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.72% | 5.46%-15.2pp | 2.43%-12.1pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,948 | $3,216+22.8% | $2,485+58.8% | $4,779-17.4% |
| Participant deferral / active EE | $748 | $4,509-83.4% | $3,852-80.6% | $5,609-86.7% |
| Admin fee / account holder | $846 | $10,748-92.1% | $6,675-87.3% | $10,827-92.2% |