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 4-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 | $17,749 | $214,378-91.7% | $200,582-91.2% | $142,382-87.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 11.18% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,692 | $6,841-31.4% | $6,419-26.9% | $4,299+9.1% |
| Participant deferral / active EE | $2,328 | $9,865-76.4% | $9,331-75.1% | $6,507-64.2% |
| Admin fee / account holder | $23,579 | $17,692+33.3% | $16,305+44.6% | $12,624+86.8% |