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 10-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 | $4,508 | $165,335-97.3% | $149,696-97.0% | $158,922-97.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -11.23% | 348.15%-359.4pp | 276.60%-287.8pp | 302.83%-314.1pp |
| Employer contribution / active EE | $2,641 | $5,103-48.3% | $4,644-43.1% | $4,761-44.5% |
| Participant deferral / active EE | $1,679 | $7,181-76.6% | $6,842-75.5% | $5,982-71.9% |
| Admin fee / account holder | $17,525 | $10,807+62.2% | $9,309+88.3% | $11,246+55.8% |