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 | $6,238 | $189,613-96.7% | $167,512-96.3% | $142,382-95.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 7.22% | 2024.68%-2017.5pp | 1615.79%-1608.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $533 | $4,349-87.7% | $3,882-86.3% | $4,299-87.6% |
| Participant deferral / active EE | $812 | $6,981-88.4% | $6,405-87.3% | $6,507-87.5% |
| Admin fee / account holder | $6,021 | $10,528-42.8% | $9,769-38.4% | $12,624-52.3% |