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 | $4,187 | $100,773-95.8% | $88,946-95.3% | $142,382-97.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -58.94% | 70.18%-129.1pp | 57.82%-116.8pp | 217.08%-276.0pp |
| Employer contribution / active EE | $812 | $2,918-72.2% | $2,555-68.2% | $4,299-81.1% |
| Participant deferral / active EE | $812 | $5,230-84.5% | $4,581-82.3% | $6,507-87.5% |
| Admin fee / account holder | $664 | $9,693-93.1% | $8,261-92.0% | $12,624-94.7% |