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 3-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 | $6,281 | $86,929-92.8% | $102,423-93.9% | $80,856-92.2% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.6%+20.7pp |
| Annual return | 10.34% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,127 | $2,369-52.4% | $3,023-62.7% | $2,755-59.1% |
| Participant deferral / active EE | $1,357 | $4,118-67.1% | $5,053-73.2% | $4,296-68.4% |
| Admin fee / account holder | $1,441 | $8,049-82.1% | $9,451-84.8% | $6,918-79.2% |