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 6-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 | $8,503 | $105,181-91.9% | $159,436-94.7% | $85,850-90.1% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 8.76% | 45.07%-36.3pp | 263.57%-254.8pp | 318.53%-309.8pp |
| Employer contribution / active EE | $843 | $3,318-74.6% | $4,829-82.6% | $2,565-67.2% |
| Participant deferral / active EE | $1,263 | $5,945-78.7% | $7,352-82.8% | $3,952-68.0% |
| Admin fee / account holder | $587 | $6,933-91.5% | $10,799-94.6% | $6,260-90.6% |