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 5-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 | $8,494 | $201,272-95.8% | $184,203-95.4% | $145,922-94.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.80% | 29.00%-24.2pp | 28.81%-24.0pp | 561.29%-556.5pp |
| Employer contribution / active EE | $3,658 | $7,022-47.9% | $6,427-43.1% | $4,660-21.5% |
| Participant deferral / active EE | $488 | $9,806-95.0% | $9,131-94.7% | $6,688-92.7% |
| Admin fee / account holder | $2,085 | $16,364-87.3% | $13,901-85.0% | $13,397-84.4% |