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 | $7,934 | $52,681-84.9% | $75,781-89.5% | $59,632-86.7% |
| Participation rate | 91.8% | 67.2%+24.6pp | 75.8%+16.0pp | 68.7%+23.2pp |
| Annual return | -3.31% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $2,622 | $2,193+19.5% | $3,323-21.1% | $2,203+19.0% |
| Participant deferral / active EE | $909 | $2,591-64.9% | $3,651-75.1% | $3,192-71.5% |
| Admin fee / account holder | $3,138 | $3,610-13.1% | $5,299-40.8% | $4,297-27.0% |