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 | $7,676 | $81,460-90.6% | $103,333-92.6% | $80,856-90.5% |
| Participation rate | 89.4% | 66.8%+22.5pp | 74.5%+14.9pp | 67.6%+21.7pp |
| Annual return | 10.35% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,744 | $3,105-43.8% | $3,868-54.9% | $2,755-36.7% |
| Participant deferral / active EE | $150 | $3,869-96.1% | $5,057-97.0% | $4,296-96.5% |
| Admin fee / account holder | $563 | $6,566-91.4% | $8,355-93.3% | $6,918-91.9% |