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 4-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 | $2,085 | $100,773-97.9% | $88,946-97.7% | $142,382-98.5% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | -2.48% | 70.18%-72.7pp | 57.82%-60.3pp | 217.08%-219.6pp |
| Employer contribution / active EE | $442 | $2,918-84.9% | $2,555-82.7% | $4,299-89.7% |
| Participant deferral / active EE | $442 | $5,230-91.6% | $4,581-90.4% | $6,507-93.2% |
| Admin fee / account holder | $705 | $9,693-92.7% | $8,261-91.5% | $12,624-94.4% |