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 | $27,029 | $109,413-75.3% | $156,263-82.7% | $84,808-68.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.04% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,143 | $2,907-26.3% | $4,333-50.5% | $2,631-18.6% |
| Participant deferral / active EE | $1,163 | $4,590-74.7% | $6,158-81.1% | $4,212-72.4% |
| Admin fee / account holder | $1,038 | $9,357-88.9% | $14,255-92.7% | $7,344-85.9% |