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 8-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 | $1,813 | $81,632-97.8% | $70,449-97.4% | $158,922-98.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | -0.33% | 208.40%-208.7pp | 109.03%-109.4pp | 302.83%-303.2pp |
| Employer contribution / active EE | $416 | $3,217-87.1% | $2,737-84.8% | $4,761-91.3% |
| Participant deferral / active EE | $635 | $4,554-86.1% | $3,709-82.9% | $5,982-89.4% |
| Admin fee / account holder | $343 | $6,193-94.5% | $3,845-91.1% | $11,246-97.0% |