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 8-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 | $6,334 | $93,373-93.2% | $152,466-95.8% | $85,850-92.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 10.50% | 21.84%-11.3pp | 757.33%-746.8pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,290 | $2,996-57.0% | $4,327-70.2% | $2,565-49.7% |
| Participant deferral / active EE | $1,511 | $4,550-66.8% | $5,820-74.0% | $3,952-61.8% |
| Admin fee / account holder | $929 | $13,853-93.3% | $15,805-94.1% | $6,260-85.2% |