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 5-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 | $6,478 | $80,673-92.0% | $101,326-93.6% | $84,808-92.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 13.91% | 38.95%-25.0pp | 36.82%-22.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $392 | $2,698-85.5% | $3,665-89.3% | $2,631-85.1% |
| Participant deferral / active EE | $2,030 | $6,840-70.3% | $7,994-74.6% | $4,212-51.8% |
| Admin fee / account holder | $672 | $12,784-94.7% | $11,185-94.0% | $7,344-90.9% |