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 | $7,878 | $76,912-89.8% | $129,110-93.9% | $68,494-88.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -19.51% | -9.78%-9.7pp | -10.94%-8.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,196 | $3,243-63.1% | $5,052-76.3% | $2,596-53.9% |
| Participant deferral / active EE | $1,314 | $4,732-72.2% | $6,542-79.9% | $4,027-67.4% |
| Admin fee / account holder | $1,079 | $6,638-83.7% | $14,302-92.5% | $5,403-80.0% |