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 | $5,361 | $129,942-95.9% | $104,294-94.9% | $134,475-96.0% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -21.17% | 42.03%-63.2pp | 24.61%-45.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $731 | $4,184-82.5% | $3,372-78.3% | $4,740-84.6% |
| Participant deferral / active EE | $1,222 | $5,588-78.1% | $4,625-73.6% | $6,400-80.9% |
| Admin fee / account holder | $342 | $9,323-96.3% | $7,339-95.3% | $11,426-97.0% |