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 | $12,500 | $167,307-92.5% | $143,757-91.3% | $134,475-90.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -30.71% | 0.46%-31.2pp | -0.04%-30.7pp | 417.96%-448.7pp |
| Employer contribution / active EE | $5,453 | $5,619-2.9% | $4,951+10.1% | $4,740+15.1% |
| Participant deferral / active EE | $1,682 | $6,446-73.9% | $5,637-70.2% | $6,400-73.7% |
| Admin fee / account holder | $771 | $18,088-95.7% | $14,673-94.7% | $11,426-93.3% |