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 | $19,590 | $152,587-87.2% | $125,175-84.4% | $152,861-87.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.59% | 54.84%-48.2pp | 43.79%-37.2pp | 345.32%-338.7pp |
| Employer contribution / active EE | $1,208 | $4,946-75.6% | $3,865-68.7% | $4,762-74.6% |
| Participant deferral / active EE | $1,327 | $5,868-77.4% | $4,937-73.1% | $5,850-77.3% |
| Admin fee / account holder | $96,105 | $13,434+615.4% | $9,702+890.6% | $11,596+728.7% |