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 | $5,295 | $93,024-94.3% | $77,024-93.1% | $134,475-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.16% | 62.60%-87.8pp | 42.32%-67.5pp | 417.96%-443.1pp |
| Employer contribution / active EE | $3,669 | $3,418+7.4% | $2,812+30.5% | $4,740-22.6% |
| Participant deferral / active EE | $525 | $5,238-90.0% | $4,426-88.1% | $6,400-91.8% |
| Admin fee / account holder | $22,960 | $6,944+230.6% | $5,425+323.2% | $11,426+100.9% |