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 10-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 | $7,619 | $62,586-87.8% | $76,768-90.1% | $64,186-88.1% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.8pp | 69.6%+17.2pp |
| Annual return | -9.52% | -1.95%-7.6pp | 2.43%-12.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,332 | $1,832-27.3% | $2,485-46.4% | $2,381-44.0% |
| Participant deferral / active EE | $959 | $3,145-69.5% | $3,852-75.1% | $3,470-72.4% |
| Admin fee / account holder | $1,242 | $4,667-73.4% | $6,675-81.4% | $4,888-74.6% |