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 | $17,476 | $82,032-78.7% | $123,104-85.8% | $59,632-70.7% |
| Participation rate | 76.9% | 83.2%-6.3pp | 86.8%-9.9pp | 68.7%+8.3pp |
| Annual return | -2.98% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $963 | $4,667-79.4% | $6,230-84.5% | $3,192-69.8% |
| Admin fee / account holder | $367 | $5,881-93.8% | $9,015-95.9% | $4,297-91.5% |