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 | $7,762 | $77,314-90.0% | $177,989-95.6% | $80,856-90.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 9.37% | 18.09%-8.7pp | 294.48%-285.1pp | 35.59%-26.2pp |
| Employer contribution / active EE | $759 | $2,292-66.9% | $3,949-80.8% | $2,755-72.4% |
| Participant deferral / active EE | $1,054 | $4,411-76.1% | $6,276-83.2% | $4,296-75.5% |
| Admin fee / account holder | $473 | $7,191-93.4% | $10,363-95.4% | $6,918-93.2% |