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 | $6,904 | $60,124-88.5% | $90,404-92.4% | $79,858-91.4% |
| Participation rate | 73.0% | 65.0%+8.0pp | 72.7%+0.3pp | 69.6%+3.4pp |
| Annual return | 1.98% | 71.94%-70.0pp | 1293.02%-1291.0pp | 31.71%-29.7pp |
| Employer contribution / active EE | $787 | $2,068-61.9% | $3,262-75.9% | $2,471-68.2% |
| Participant deferral / active EE | $439 | $2,938-85.1% | $3,963-88.9% | $3,740-88.3% |
| Admin fee / account holder | $595 | $3,976-85.0% | $5,611-89.4% | $5,306-88.8% |