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 | $9,413 | $117,841-92.0% | $102,423-90.8% | $145,922-93.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.63% | 31.65%-30.0pp | 29.32%-27.7pp | 561.29%-559.7pp |
| Employer contribution / active EE | $1,703 | $3,615-52.9% | $3,023-43.7% | $4,660-63.5% |
| Participant deferral / active EE | $1,026 | $5,731-82.1% | $5,053-79.7% | $6,688-84.7% |
| Admin fee / account holder | $23,700 | $13,326+77.8% | $9,451+150.8% | $13,397+76.9% |