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 | $11,597 | $65,365-82.3% | $92,893-87.5% | $72,985-84.1% |
| Participation rate | 76.7% | 68.3%+8.4pp | 76.0%+0.7pp | 69.5%+7.3pp |
| Annual return | 7.20% | 42.10%-34.9pp | 109.41%-102.2pp | 81.00%-73.8pp |
| Employer contribution / active EE | $2,324 | $2,594-10.4% | $3,653-36.4% | $2,440-4.7% |
| Participant deferral / active EE | $901 | $3,128-71.2% | $4,236-78.7% | $3,607-75.0% |
| Admin fee / account holder | $4,869 | $4,251+14.5% | $5,794-16.0% | $5,124-5.0% |