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 5-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 | $4,689 | $81,900-94.3% | $119,609-96.1% | $68,494-93.2% |
| Participation rate | 90.2% | 71.9%+18.3pp | 79.3%+10.9pp | 67.9%+22.3pp |
| Annual return | -21.93% | -23.82%+1.9pp | -14.97%-7.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,551 | $2,693-42.4% | $4,232-63.3% | $2,596-40.3% |
| Participant deferral / active EE | $1,769 | $4,148-57.4% | $5,602-68.4% | $4,027-56.1% |
| Admin fee / account holder | $578 | $6,582-91.2% | $10,323-94.4% | $5,403-89.3% |