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 | $7,344 | $105,181-93.0% | $159,436-95.4% | $85,850-91.4% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.8%-0.3pp | 69.3%+13.2pp |
| Annual return | 7.43% | 45.07%-37.6pp | 263.57%-256.1pp | 318.53%-311.1pp |
| Employer contribution / active EE | $2,470 | $3,318-25.6% | $4,829-48.9% | $2,565-3.7% |
| Participant deferral / active EE | $1,253 | $5,945-78.9% | $7,352-83.0% | $3,952-68.3% |
| Admin fee / account holder | $654 | $6,933-90.6% | $10,799-93.9% | $6,260-89.6% |