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 9-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 | $17,290 | $95,803-82.0% | $113,168-84.7% | $84,808-79.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 7.47% | 25.00%-17.5pp | 24.27%-16.8pp | 40.90%-33.4pp |
| Employer contribution / active EE | $1,429 | $2,360-39.5% | $2,975-52.0% | $2,631-45.7% |
| Participant deferral / active EE | $553 | $4,242-87.0% | $5,107-89.2% | $4,212-86.9% |
| Admin fee / account holder | $3,620 | $8,989-59.7% | $12,068-70.0% | $7,344-50.7% |