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 | $15,608 | $112,096-86.1% | $95,952-83.7% | $158,922-90.2% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | -7.44% | 171.09%-178.5pp | 91.61%-99.1pp | 302.83%-310.3pp |
| Employer contribution / active EE | $1,195 | $3,198-62.6% | $2,541-53.0% | $4,761-74.9% |
| Participant deferral / active EE | $1,496 | $4,784-68.7% | $4,167-64.1% | $5,982-75.0% |
| Admin fee / account holder | $28,700 | $10,130+183.3% | $6,795+322.4% | $11,246+155.2% |