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 | $29,744 | $197,591-84.9% | $177,821-83.3% | $158,922-81.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 2.44% | 58.76%-56.3pp | 48.32%-45.9pp | 302.83%-300.4pp |
| Employer contribution / active EE | $2,171 | $6,697-67.6% | $5,918-63.3% | $4,761-54.4% |
| Participant deferral / active EE | $2,171 | $8,405-74.2% | $7,714-71.9% | $5,982-63.7% |
| Admin fee / account holder | $148,806 | $15,399+866.3% | $12,427+1097.4% | $11,246+1223.2% |