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 | $13,671 | $80,968-83.1% | $96,544-85.8% | $75,163-81.8% |
| Participation rate | 94.3% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.1pp |
| Annual return | -0.92% | 27.06%-28.0pp | 25.84%-26.8pp | 160.62%-161.5pp |
| Employer contribution / active EE | $818 | $2,282-64.2% | $2,965-72.4% | $2,670-69.4% |
| Participant deferral / active EE | $1,091 | $3,928-72.2% | $4,851-77.5% | $4,125-73.6% |
| Admin fee / account holder | $2,067 | $6,724-69.3% | $8,252-75.0% | $5,651-63.4% |