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 6-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 | $13,852 | $167,484-91.7% | $151,611-90.9% | $134,475-89.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.36% | 7.80%-29.2pp | 3.33%-24.7pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,529 | $6,829-63.0% | $6,166-59.0% | $4,740-46.6% |
| Participant deferral / active EE | $3,100 | $8,986-65.5% | $8,363-62.9% | $6,400-51.6% |
| Admin fee / account holder | $594 | $13,783-95.7% | $11,616-94.9% | $11,426-94.8% |