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 3-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 | $545 | $70,606-99.2% | $53,898-99.0% | $142,382-99.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -38.59% | 619.81%-658.4pp | 528.60%-567.2pp | 217.08%-255.7pp |
| Employer contribution / active EE | $455 | $1,202-62.1% | $932-51.2% | $4,299-89.4% |
| Participant deferral / active EE | $121 | $2,364-94.9% | $1,826-93.4% | $6,507-98.1% |
| Admin fee / account holder | $1,171 | $2,852-58.9% | $2,491-53.0% | $12,624-90.7% |