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 | $3,361 | $177,572-98.1% | $154,803-97.8% | $142,382-97.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | -11.70% | 65.07%-76.8pp | 58.88%-70.6pp | 217.08%-228.8pp |
| Employer contribution / active EE | $986 | $4,810-79.5% | $4,305-77.1% | $4,299-77.1% |
| Participant deferral / active EE | $1,142 | $6,272-81.8% | $5,540-79.4% | $6,507-82.5% |
| Admin fee / account holder | $1,995 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |