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 | $8,264 | $100,852-91.8% | $90,404-90.9% | $158,922-94.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 1.21% | 1724.20%-1723.0pp | 1293.02%-1291.8pp | 302.83%-301.6pp |
| Employer contribution / active EE | $1,012 | $3,689-72.6% | $3,262-69.0% | $4,761-78.7% |
| Participant deferral / active EE | $672 | $4,348-84.5% | $3,963-83.1% | $5,982-88.8% |
| Admin fee / account holder | $13,314 | $6,501+104.8% | $5,611+137.3% | $11,246+18.4% |