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 10-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 | $8,656 | $135,952-93.6% | $123,892-93.0% | $273,961-96.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | -15.40% | 56.63%-72.0pp | 47.52%-62.9pp | 41.45%-56.9pp |
| Employer contribution / active EE | $924 | $5,170-82.1% | $4,617-80.0% | $4,869-81.0% |
| Participant deferral / active EE | $1,915 | $6,343-69.8% | $5,984-68.0% | $5,287-63.8% |
| Admin fee / account holder | $679 | $9,817-93.1% | $8,357-91.9% | $10,132-93.3% |