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 | $20,142 | $110,094-81.7% | $151,611-86.7% | $68,494-70.6% |
| Participation rate | 76.6% | 84.0%-7.4pp | 87.5%-10.9pp | 67.9%+8.7pp |
| Annual return | -19.42% | -10.12%-9.3pp | 3.33%-22.7pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,634 | $4,471-63.5% | $6,166-73.5% | $2,596-37.1% |
| Participant deferral / active EE | $2,678 | $6,527-59.0% | $8,363-68.0% | $4,027-33.5% |
| Admin fee / account holder | $1,780 | $7,719-76.9% | $11,616-84.7% | $5,403-67.1% |