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 | $11,151 | $65,365-82.9% | $92,893-88.0% | $72,985-84.7% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 2.61% | 42.10%-39.5pp | 109.41%-106.8pp | 81.00%-78.4pp |
| Employer contribution / active EE | $3,304 | $2,594+27.4% | $3,653-9.6% | $2,440+35.4% |
| Participant deferral / active EE | $250 | $3,128-92.0% | $4,236-94.1% | $3,607-93.1% |
| Admin fee / account holder | $7,252 | $4,251+70.6% | $5,794+25.2% | $5,124+41.5% |