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 | $5,342 | $111,754-95.2% | $103,333-94.8% | $145,922-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.42% | 24.77%-20.3pp | 24.88%-20.5pp | 561.29%-556.9pp |
| Employer contribution / active EE | $1,000 | $4,212-76.3% | $3,868-74.1% | $4,660-78.5% |
| Participant deferral / active EE | $1,034 | $5,619-81.6% | $5,057-79.6% | $6,688-84.5% |
| Admin fee / account holder | $5,449 | $9,750-44.1% | $8,355-34.8% | $13,397-59.3% |