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 | $11,192 | $99,341-88.7% | $84,750-86.8% | $273,961-95.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -36.43% | 22.93%-59.4pp | 22.78%-59.2pp | 41.45%-77.9pp |
| Employer contribution / active EE | $913 | $4,214-78.3% | $3,574-74.5% | $4,869-81.2% |
| Participant deferral / active EE | $913 | $4,269-78.6% | $3,712-75.4% | $5,287-82.7% |
| Admin fee / account holder | $8,224 | $6,644+23.8% | $5,332+54.2% | $10,132-18.8% |