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 | $1,924 | $138,044-98.6% | $125,339-98.5% | $134,475-98.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -25.35% | 750.33%-775.7pp | 572.05%-597.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,014 | $5,243-80.7% | $4,814-78.9% | $4,740-78.6% |
| Participant deferral / active EE | $1,044 | $7,799-86.6% | $7,446-86.0% | $6,400-83.7% |
| Admin fee / account holder | $490 | $11,571-95.8% | $10,010-95.1% | $11,426-95.7% |