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 3-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 | $2,064 | $189,613-98.9% | $167,512-98.8% | $142,382-98.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | -1932.94% | 2024.68%-3957.6pp | 1615.79%-3548.7pp | 217.08%-2150.0pp |
| Employer contribution / active EE | $2,217 | $4,349-49.0% | $3,882-42.9% | $4,299-48.4% |
| Participant deferral / active EE | $1,054 | $6,981-84.9% | $6,405-83.5% | $6,507-83.8% |
| Admin fee / account holder | $682 | $10,528-93.5% | $9,769-93.0% | $12,624-94.6% |