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 | $8,435 | $85,202-90.1% | $172,739-95.1% | $72,985-88.4% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | -68.69% | 27.32%-96.0pp | 802.84%-871.5pp | 81.00%-149.7pp |
| Employer contribution / active EE | $2,561 | $3,324-23.0% | $5,143-50.2% | $2,440+5.0% |
| Participant deferral / active EE | $385 | $3,260-88.2% | $5,198-92.6% | $3,607-89.3% |
| Admin fee / account holder | $523 | $5,884-91.1% | $13,954-96.3% | $5,124-89.8% |