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 | $15,920 | $80,673-80.3% | $101,326-84.3% | $84,808-81.2% |
| Participation rate | 77.1% | 77.8%-0.6pp | 81.5%-4.4pp | 68.3%+8.8pp |
| Annual return | 13.60% | 38.95%-25.4pp | 36.82%-23.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,101 | $6,840-69.3% | $7,994-73.7% | $4,212-50.1% |
| Admin fee / account holder | $974 | $12,784-92.4% | $11,185-91.3% | $7,344-86.7% |