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 | $25,007 | $79,171-68.4% | $102,423-75.6% | $74,495-66.4% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 7.65% | 54.93%-47.3pp | 29.32%-21.7pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $1,126 | $2,362-52.4% | $3,023-62.8% | $2,623-57.1% |
| Participant deferral / active EE | $1,328 | $4,415-69.9% | $5,053-73.7% | $4,346-69.4% |
| Admin fee / account holder | $1,274 | $2,001-36.3% | $9,451-86.5% | $1,942-34.4% |