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 | $5,123 | $102,604-95.0% | $86,188-94.1% | $139,434-96.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 6.11% | 1922.51%-1916.4pp | 1168.45%-1162.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,047 | $3,032-65.5% | $2,380-56.0% | $4,751-78.0% |
| Participant deferral / active EE | $36 | $4,676-99.2% | $3,985-99.1% | $6,710-99.5% |
| Admin fee / account holder | $248,461 | $8,657+2770.2% | $6,852+3526.3% | $11,403+2079.0% |