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 | $9,231 | $94,625-90.2% | $116,228-92.1% | $84,808-89.1% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.6%+23.7pp | 68.3%+29.9pp |
| Annual return | -112.38% | 20.40%-132.8pp | 90.06%-202.4pp | 40.90%-153.3pp |
| Employer contribution / active EE | $12,954 | $2,347+452.1% | $2,994+332.6% | $2,631+392.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,862 | $10,091-61.7% | $11,989-67.8% | $7,344-47.4% |