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 9-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 | $2,093 | $102,966-98.0% | $90,281-97.7% | $152,861-98.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -18.34% | 95.16%-113.5pp | 78.10%-96.4pp | 345.32%-363.7pp |
| Employer contribution / active EE | $664 | $3,139-78.8% | $2,854-76.7% | $4,762-86.1% |
| Participant deferral / active EE | $688 | $4,281-83.9% | $3,885-82.3% | $5,850-88.2% |
| Admin fee / account holder | $2,428 | $6,171-60.7% | $5,351-54.6% | $11,596-79.1% |