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 | $8,536 | $84,233-89.9% | $170,442-95.0% | $70,131-87.8% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 11.13% | 23.06%-11.9pp | 205.93%-194.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $413 | $3,387-87.8% | $5,433-92.4% | $2,342-82.4% |
| Participant deferral / active EE | $360 | $3,086-88.3% | $4,939-92.7% | $3,332-89.2% |
| Admin fee / account holder | $2,260 | $5,698-60.3% | $13,880-83.7% | $4,645-51.3% |