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 | $6,335 | $181,894-96.5% | $156,549-96.0% | $273,961-97.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -5.19% | 30.74%-35.9pp | 32.23%-37.4pp | 41.45%-46.6pp |
| Employer contribution / active EE | $1,400 | $6,248-77.6% | $5,501-74.5% | $4,869-71.2% |
| Participant deferral / active EE | $1,124 | $5,550-79.7% | $4,871-76.9% | $5,287-78.7% |
| Admin fee / account holder | $18,540 | $15,559+19.2% | $13,027+42.3% | $10,132+83.0% |