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 | $8,304 | $91,190-90.9% | $178,490-95.3% | $79,858-89.6% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.1pp | 69.6%+27.4pp |
| Annual return | 2.54% | 24.19%-21.6pp | 151.07%-148.5pp | 31.71%-29.2pp |
| Employer contribution / active EE | $867 | $3,256-73.4% | $5,011-82.7% | $2,471-64.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,199 | $6,751-82.2% | $13,984-91.4% | $5,306-77.4% |