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 | $6,429 | $54,350-88.2% | $82,719-92.2% | $68,494-90.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.95% | -13.67%-7.3pp | 701.18%-722.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,331 | $2,218-40.0% | $3,009-55.8% | $2,596-48.7% |
| Participant deferral / active EE | $822 | $3,246-74.7% | $4,395-81.3% | $4,027-79.6% |
| Admin fee / account holder | $383 | $4,395-91.3% | $5,329-92.8% | $5,403-92.9% |