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 | $4,512 | $95,266-95.3% | $82,389-94.5% | $142,382-96.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 7.73% | 25.74%-18.0pp | 28.67%-20.9pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,159 | $2,991-61.3% | $2,517-54.0% | $4,299-73.0% |
| Participant deferral / active EE | $979 | $4,809-79.6% | $4,155-76.4% | $6,507-85.0% |
| Admin fee / account holder | $3,421 | $8,563-60.1% | $7,231-52.7% | $12,624-72.9% |