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 3-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 | $7,375 | $201,272-96.3% | $184,203-96.0% | $145,922-94.9% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 7.79% | 29.00%-21.2pp | 28.81%-21.0pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,192 | $7,022-68.8% | $6,427-65.9% | $4,660-53.0% |
| Participant deferral / active EE | $2,765 | $9,806-71.8% | $9,131-69.7% | $6,688-58.7% |
| Admin fee / account holder | $1,095 | $16,364-93.3% | $13,901-92.1% | $13,397-91.8% |