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 | $24,071 | $86,929-72.3% | $102,423-76.5% | $80,856-70.2% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 8.64% | 18.88%-10.2pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,500 | $2,369+5.5% | $3,023-17.3% | $2,755-9.3% |
| Participant deferral / active EE | $730 | $4,118-82.3% | $5,053-85.6% | $4,296-83.0% |
| Admin fee / account holder | $1,953 | $8,049-75.7% | $9,451-79.3% | $6,918-71.8% |