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 6-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 | $812 | $100,773-99.2% | $88,946-99.1% | $142,382-99.4% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | -45.41% | 70.18%-115.6pp | 57.82%-103.2pp | 217.08%-262.5pp |
| Employer contribution / active EE | $301 | $2,918-89.7% | $2,555-88.2% | $4,299-93.0% |
| Participant deferral / active EE | $475 | $5,230-90.9% | $4,581-89.6% | $6,507-92.7% |
| Admin fee / account holder | $1,168 | $9,693-87.9% | $8,261-85.9% | $12,624-90.7% |