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 8-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 | $3,996 | $71,883-94.4% | $86,677-95.4% | $68,494-94.2% |
| Participation rate | 81.4% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.5pp |
| Annual return | -31.62% | 3.52%-35.1pp | 35.91%-67.5pp | -7.84%-23.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,134 | $3,779-70.0% | $4,656-75.7% | $4,027-71.9% |
| Admin fee / account holder | $629 | $6,112-89.7% | $7,493-91.6% | $5,403-88.4% |