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 | $13,164 | $148,534-91.1% | $135,903-90.3% | $139,434-90.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 11.91% | 79.19%-67.3pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,106 | $5,243-78.9% | $4,856-77.2% | $4,751-76.7% |
| Participant deferral / active EE | $1,874 | $8,100-76.9% | $7,758-75.8% | $6,710-72.1% |
| Admin fee / account holder | $11,015 | $12,400-11.2% | $10,762+2.3% | $11,403-3.4% |