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 | $2,216 | $80,717-97.3% | $154,803-98.6% | $84,808-97.4% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 4.82% | 37.96%-33.1pp | 58.88%-54.1pp | 40.90%-36.1pp |
| Employer contribution / active EE | $814 | $2,761-70.5% | $4,305-81.1% | $2,631-69.1% |
| Participant deferral / active EE | $630 | $3,303-80.9% | $5,540-88.6% | $4,212-85.0% |
| Admin fee / account holder | $502 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |