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 | $8,392 | $106,515-92.1% | $96,683-91.3% | $139,434-94.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -17.17% | 38.43%-55.6pp | 35.69%-52.9pp | 372.94%-390.1pp |
| Employer contribution / active EE | $1,077 | $4,103-73.8% | $3,737-71.2% | $4,751-77.3% |
| Participant deferral / active EE | $430 | $5,454-92.1% | $4,878-91.2% | $6,710-93.6% |
| Admin fee / account holder | $2,574 | $7,877-67.3% | $6,730-61.7% | $11,403-77.4% |