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 10-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 | $24,746 | $198,466-87.5% | $170,442-85.5% | $147,584-83.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.98% | 257.29%-253.3pp | 205.93%-202.0pp | 578.55%-574.6pp |
| Employer contribution / active EE | $2,389 | $6,184-61.4% | $5,433-56.0% | $4,876-51.0% |
| Participant deferral / active EE | $800 | $5,629-85.8% | $4,939-83.8% | $5,439-85.3% |
| Admin fee / account holder | $59,886 | $16,852+255.4% | $13,880+331.4% | $10,885+450.2% |