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 7-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 | $22,850 | $185,822-87.7% | $169,993-86.6% | $139,434-83.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | -4.77% | 60.50%-65.3pp | 53.37%-58.1pp | 372.94%-377.7pp |
| Employer contribution / active EE | $4,625 | $7,590-39.1% | $6,785-31.8% | $4,751-2.6% |
| Participant deferral / active EE | $698 | $11,622-94.0% | $10,408-93.3% | $6,710-89.6% |
| Admin fee / account holder | $2,341 | $15,381-84.8% | $12,815-81.7% | $11,403-79.5% |