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 | $3,499 | $138,044-97.5% | $125,339-97.2% | $134,475-97.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.71% | 750.33%-774.0pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,574 | $5,243-70.0% | $4,814-67.3% | $4,740-66.8% |
| Participant deferral / active EE | $2,074 | $7,799-73.4% | $7,446-72.1% | $6,400-67.6% |
| Admin fee / account holder | $927 | $11,571-92.0% | $10,010-90.7% | $11,426-91.9% |