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 | $6,386 | $81,632-92.2% | $70,449-90.9% | $158,922-96.0% |
| Participation rate | 70.8% | 77.7%-6.9pp | 75.1%-4.2pp | 82.0%-11.1pp |
| Annual return | 1.10% | 208.40%-207.3pp | 109.03%-107.9pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,124 | $3,217-65.1% | $2,737-58.9% | $4,761-76.4% |
| Participant deferral / active EE | $514 | $4,554-88.7% | $3,709-86.1% | $5,982-91.4% |
| Admin fee / account holder | $3,094 | $6,193-50.0% | $3,845-19.5% | $11,246-72.5% |