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 | $7,438 | $177,572-95.8% | $154,803-95.2% | $142,382-94.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 8.56% | 65.07%-56.5pp | 58.88%-50.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $961 | $4,810-80.0% | $4,305-77.7% | $4,299-77.6% |
| Participant deferral / active EE | $1,190 | $6,272-81.0% | $5,540-78.5% | $6,507-81.7% |
| Admin fee / account holder | $811 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |