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 | $21,674 | $160,055-86.5% | $140,016-84.5% | $135,375-84.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -12.42% | 911.38%-923.8pp | 651.12%-663.5pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,512 | $6,420-76.4% | $5,606-73.0% | $4,779-68.4% |
| Participant deferral / active EE | $1,858 | $7,642-75.7% | $6,927-73.2% | $5,609-66.9% |
| Admin fee / account holder | $334 | $13,328-97.5% | $10,705-96.9% | $10,827-96.9% |