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 | $7,349 | $105,181-93.0% | $159,436-95.4% | $85,850-91.4% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.8%+10.8pp | 69.3%+24.3pp |
| Annual return | 8.01% | 45.07%-37.1pp | 263.57%-255.6pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,067 | $3,318-67.8% | $4,829-77.9% | $2,565-58.4% |
| Participant deferral / active EE | $2,221 | $5,945-62.6% | $7,352-69.8% | $3,952-43.8% |
| Admin fee / account holder | $752 | $6,933-89.2% | $10,799-93.0% | $6,260-88.0% |