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 8-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 | $471 | $152,509-99.7% | $117,472-99.6% | $134,475-99.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -117.66% | 52.99%-170.6pp | 29.74%-147.4pp | 417.96%-535.6pp |
| Employer contribution / active EE | $747 | $5,571-86.6% | $4,176-82.1% | $4,740-84.2% |
| Participant deferral / active EE | $231 | $4,818-95.2% | $4,070-94.3% | $6,400-96.4% |
| Admin fee / account holder | $667 | $7,004-90.5% | $5,645-88.2% | $11,426-94.2% |