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 | $4,995 | $82,664-94.0% | $125,339-96.0% | $68,494-92.7% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -26.71% | -5.97%-20.7pp | 572.05%-598.8pp | -7.84%-18.9pp |
| Employer contribution / active EE | $1,034 | $3,381-69.4% | $4,814-78.5% | $2,596-60.2% |
| Participant deferral / active EE | $2,256 | $6,110-63.1% | $7,446-69.7% | $4,027-44.0% |
| Admin fee / account holder | $559 | $6,275-91.1% | $10,010-94.4% | $5,403-89.7% |