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 | $15,761 | $165,335-90.5% | $149,696-89.5% | $158,922-90.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | -2.97% | 348.15%-351.1pp | 276.60%-279.6pp | 302.83%-305.8pp |
| Employer contribution / active EE | $1,025 | $5,103-79.9% | $4,644-77.9% | $4,761-78.5% |
| Participant deferral / active EE | $1,282 | $7,181-82.2% | $6,842-81.3% | $5,982-78.6% |
| Admin fee / account holder | $65,121 | $10,807+502.6% | $9,309+599.6% | $11,246+479.1% |