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 | $8,109 | $124,281-93.5% | $109,143-92.6% | $167,490-95.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.08% | 26.04%-22.0pp | 25.75%-21.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $3,026 | $4,207-28.1% | $3,722-18.7% | $4,837-37.5% |
| Participant deferral / active EE | $698 | $5,255-86.7% | $4,653-85.0% | $6,341-89.0% |
| Admin fee / account holder | $3,459 | $7,970-56.6% | $6,752-48.8% | $12,309-71.9% |