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 7-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 | $4,936 | $127,065-96.1% | $113,168-95.6% | $142,382-96.5% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | -8.70% | 24.03%-32.7pp | 24.27%-33.0pp | 217.08%-225.8pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,309 | $5,716-77.1% | $5,107-74.4% | $6,507-79.9% |
| Admin fee / account holder | $3,578 | $15,736-77.3% | $12,068-70.4% | $12,624-71.7% |