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 | $15,008 | $159,602-90.6% | $150,045-90.0% | $142,382-89.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 9.03% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $954 | $4,961-80.8% | $4,693-79.7% | $4,299-77.8% |
| Participant deferral / active EE | $1,825 | $8,310-78.0% | $7,997-77.2% | $6,507-72.0% |
| Admin fee / account holder | $14,564 | $14,846-1.9% | $13,435+8.4% | $12,624+15.4% |