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 | $5,739 | $159,602-96.4% | $150,045-96.2% | $142,382-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 0.84% | 70.24%-69.4pp | 62.55%-61.7pp | 217.08%-216.2pp |
| Employer contribution / active EE | $1,617 | $4,961-67.4% | $4,693-65.5% | $4,299-62.4% |
| Participant deferral / active EE | $1,287 | $8,310-84.5% | $7,997-83.9% | $6,507-80.2% |
| Admin fee / account holder | $25,459 | $14,846+71.5% | $13,435+89.5% | $12,624+101.7% |