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 | $18,452 | $79,171-76.7% | $102,423-82.0% | $74,495-75.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -25.40% | 54.93%-80.3pp | 29.32%-54.7pp | 1364.94%-1390.3pp |
| Employer contribution / active EE | $1,641 | $2,362-30.5% | $3,023-45.7% | $2,623-37.4% |
| Participant deferral / active EE | $1,647 | $4,415-62.7% | $5,053-67.4% | $4,346-62.1% |
| Admin fee / account holder | $1,917 | $2,001-4.2% | $9,451-79.7% | $1,942-1.3% |