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 | $7,752 | $175,202-95.6% | $149,673-94.8% | $139,434-94.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 8.22% | 166.71%-158.5pp | 134.42%-126.2pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,100 | $5,474-79.9% | $4,818-77.2% | $4,751-76.9% |
| Participant deferral / active EE | $1,333 | $6,519-79.6% | $5,680-76.5% | $6,710-80.1% |
| Admin fee / account holder | $6,957 | $16,150-56.9% | $13,210-47.3% | $11,403-39.0% |