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 5-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 | $304 | $27,915-98.9% | $58,482-99.5% | $75,163-99.6% |
| Participation rate | 88.1% | 38.8%+49.3pp | 50.9%+37.2pp | 67.2%+20.9pp |
| Annual return | 8.76% | 44.20%-35.4pp | 4239.32%-4230.6pp | 160.62%-151.9pp |
| Employer contribution / active EE | $126 | $669-81.2% | $1,053-88.0% | $2,670-95.3% |
| Participant deferral / active EE | $127 | $1,201-89.4% | $1,924-93.4% | $4,125-96.9% |
| Admin fee / account holder | $365 | $1,726-78.9% | $2,516-85.5% | $5,651-93.5% |