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 8-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 | $5,929 | $73,933-92.0% | $96,683-93.9% | $75,163-92.1% |
| Participation rate | 79.6% | 66.4%+13.2pp | 74.3%+5.3pp | 67.2%+12.4pp |
| Annual return | 10.22% | 26.70%-16.5pp | 35.69%-25.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $998 | $2,928-65.9% | $3,737-73.3% | $2,670-62.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,594 | $5,216-69.4% | $6,730-76.3% | $5,651-71.8% |