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 | $11,022 | $97,044-88.6% | $83,333-86.8% | $135,375-91.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.67% | 12.31%-25.0pp | 10.63%-23.3pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,016 | $4,143-75.5% | $3,379-69.9% | $4,779-78.7% |
| Participant deferral / active EE | $1,279 | $5,964-78.6% | $5,565-77.0% | $5,609-77.2% |
| Admin fee / account holder | $524 | $8,380-93.7% | $7,510-93.0% | $10,827-95.2% |