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 | $4,427 | $138,044-96.8% | $125,339-96.5% | $134,475-96.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -25.75% | 750.33%-776.1pp | 572.05%-597.8pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,191 | $5,243-77.3% | $4,814-75.3% | $4,740-74.9% |
| Participant deferral / active EE | $1,376 | $7,799-82.4% | $7,446-81.5% | $6,400-78.5% |
| Admin fee / account holder | $665 | $11,571-94.3% | $10,010-93.4% | $11,426-94.2% |