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 | $25,896 | $202,318-87.2% | $172,739-85.0% | $152,861-83.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.12% | 1029.65%-1024.5pp | 802.84%-797.7pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,907 | $5,856-67.4% | $5,143-62.9% | $4,762-60.0% |
| Participant deferral / active EE | $1,122 | $5,948-81.1% | $5,198-78.4% | $5,850-80.8% |
| Admin fee / account holder | $36,942 | $17,109+115.9% | $13,954+164.7% | $11,596+218.6% |