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 | $4,171 | $138,044-97.0% | $125,339-96.7% | $134,475-96.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.66% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,235 | $5,243-76.4% | $4,814-74.3% | $4,740-73.9% |
| Participant deferral / active EE | $1,247 | $7,799-84.0% | $7,446-83.3% | $6,400-80.5% |
| Admin fee / account holder | $368 | $11,571-96.8% | $10,010-96.3% | $11,426-96.8% |