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 5-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 | $3,619 | $138,044-97.4% | $125,339-97.1% | $134,475-97.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -30.91% | 750.33%-781.2pp | 572.05%-603.0pp | 417.96%-448.9pp |
| Employer contribution / active EE | $1,909 | $5,243-63.6% | $4,814-60.3% | $4,740-59.7% |
| Participant deferral / active EE | $2,178 | $7,799-72.1% | $7,446-70.8% | $6,400-66.0% |
| Admin fee / account holder | $1,693 | $11,571-85.4% | $10,010-83.1% | $11,426-85.2% |