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 6-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 | $1,589 | $69,010-97.7% | $159,960-99.0% | $68,494-97.7% |
| Participation rate | 70.0% | 65.4%+4.6pp | 78.0%-8.0pp | 67.9%+2.1pp |
| Annual return | -26.38% | -9.65%-16.7pp | 408.60%-435.0pp | -7.84%-18.5pp |
| Employer contribution / active EE | $498 | $2,213-77.5% | $4,226-88.2% | $2,596-80.8% |
| Participant deferral / active EE | $690 | $4,212-83.6% | $6,182-88.8% | $4,027-82.9% |
| Admin fee / account holder | $340 | $4,798-92.9% | $8,698-96.1% | $5,403-93.7% |