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 7-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 | $13,197 | $138,044-90.4% | $125,339-89.5% | $134,475-90.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -27.95% | 750.33%-778.3pp | 572.05%-600.0pp | 417.96%-445.9pp |
| Employer contribution / active EE | $2,006 | $5,243-61.7% | $4,814-58.3% | $4,740-57.7% |
| Participant deferral / active EE | $2,385 | $7,799-69.4% | $7,446-68.0% | $6,400-62.7% |
| Admin fee / account holder | $316 | $11,571-97.3% | $10,010-96.8% | $11,426-97.2% |