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 8-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 | $4,793 | $81,248-94.1% | $155,509-96.9% | $80,856-94.1% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 8.62% | 33.31%-24.7pp | 64.67%-56.0pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,120 | $3,100-63.9% | $4,672-76.0% | $2,755-59.3% |
| Participant deferral / active EE | $728 | $3,452-78.9% | $5,626-87.1% | $4,296-83.1% |
| Admin fee / account holder | $711 | $7,997-91.1% | $15,912-95.5% | $6,918-89.7% |