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 | $4,355 | $74,304-94.1% | $69,780-93.8% | $74,304-94.1% |
| Participation rate | 89.6% | 60.3%+29.3pp | 79.3%+10.3pp | 60.3%+29.3pp |
| Annual return | 9.63% | 29.43%-19.8pp | 26.31%-16.7pp | 29.43%-19.8pp |
| Employer contribution / active EE | $1,533 | $2,241-31.6% | $4,168-63.2% | $2,241-31.6% |
| Participant deferral / active EE | $0 | $3,767-100.0% | $6,164-100.0% | $3,767-100.0% |
| Admin fee / account holder | $3,846 | $2,969+29.5% | $7,285-47.2% | $2,969+29.5% |