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 6-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 | $19,979 | $94,625-78.9% | $116,228-82.8% | $84,808-76.4% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.6%+0.4pp | 68.3%+6.7pp |
| Annual return | 5.82% | 20.40%-14.6pp | 90.06%-84.2pp | 40.90%-35.1pp |
| Employer contribution / active EE | $2,558 | $2,347+9.0% | $2,994-14.6% | $2,631-2.8% |
| Participant deferral / active EE | $772 | $3,972-80.6% | $4,953-84.4% | $4,212-81.7% |
| Admin fee / account holder | $6,132 | $10,091-39.2% | $11,989-48.9% | $7,344-16.5% |