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 | $4,497 | $157,256-97.1% | $141,162-96.8% | $152,861-97.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.37% | 64.32%-60.9pp | 71.39%-68.0pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,314 | $5,261-75.0% | $4,735-72.2% | $4,762-72.4% |
| Participant deferral / active EE | $1,616 | $7,109-77.3% | $6,709-75.9% | $5,850-72.4% |
| Admin fee / account holder | $106,226 | $12,120+776.4% | $10,261+935.2% | $11,596+816.0% |