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 | $18,600 | $72,492-74.3% | $87,100-78.6% | $72,985-74.5% |
| Participation rate | 82.6% | 72.8%+9.7pp | 76.9%+5.7pp | 69.5%+13.1pp |
| Annual return | 11.53% | 24.46%-12.9pp | 28.19%-16.7pp | 81.00%-69.5pp |
| Employer contribution / active EE | $459 | $1,894-75.8% | $2,521-81.8% | $2,440-81.2% |
| Participant deferral / active EE | $1,314 | $3,270-59.8% | $4,049-67.5% | $3,607-63.6% |
| Admin fee / account holder | $2,950 | $5,055-41.6% | $7,497-60.6% | $5,124-42.4% |