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 9-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 | $37,968 | $148,978-74.5% | $200,582-81.1% | $84,808-55.2% |
| Participation rate | 80.9% | 84.2%-3.4pp | 86.9%-6.0pp | 68.3%+12.5pp |
| Annual return | 10.67% | 28.16%-17.5pp | 42.33%-31.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,968 | $4,815-59.1% | $6,419-69.3% | $2,631-25.2% |
| Participant deferral / active EE | $3,096 | $7,142-56.6% | $9,331-66.8% | $4,212-26.5% |
| Admin fee / account holder | $1,577 | $13,977-88.7% | $16,305-90.3% | $7,344-78.5% |