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 4-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 | $3,751 | $177,572-97.9% | $154,803-97.6% | $142,382-97.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | -1.15% | 65.07%-66.2pp | 58.88%-60.0pp | 217.08%-218.2pp |
| Employer contribution / active EE | $941 | $4,810-80.4% | $4,305-78.1% | $4,299-78.1% |
| Participant deferral / active EE | $1,131 | $6,272-82.0% | $5,540-79.6% | $6,507-82.6% |
| Admin fee / account holder | $898 | $16,786-94.7% | $14,329-93.7% | $12,624-92.9% |