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 9-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 | $9,658 | $86,655-88.9% | $119,609-91.9% | $66,914-85.6% |
| Participation rate | 73.5% | 75.6%-2.1pp | 79.3%-5.8pp | 69.8%+3.7pp |
| Annual return | -18.24% | -8.00%-10.2pp | -14.97%-3.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $866 | $2,536-65.9% | $4,232-79.5% | $2,544-66.0% |
| Participant deferral / active EE | $1,349 | $4,358-69.1% | $5,602-75.9% | $4,237-68.2% |
| Admin fee / account holder | $1,232 | $755+63.2% | $10,323-88.1% | $593+107.6% |