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 7-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 | $15,457 | $214,378-92.8% | $200,582-92.3% | $142,382-89.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.15% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,549 | $6,841-77.4% | $6,419-75.9% | $4,299-64.0% |
| Participant deferral / active EE | $2,460 | $9,865-75.1% | $9,331-73.6% | $6,507-62.2% |
| Admin fee / account holder | $3,797 | $17,692-78.5% | $16,305-76.7% | $12,624-69.9% |