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 | $9,581 | $150,440-93.6% | $136,294-93.0% | $147,584-93.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.69% | 1049.08%-1040.4pp | 5155.94%-5147.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $4,424 | $5,256-15.8% | $4,695-5.8% | $4,876-9.3% |
| Participant deferral / active EE | $990 | $6,630-85.1% | $6,247-84.2% | $5,439-81.8% |
| Admin fee / account holder | $11,973 | $10,905+9.8% | $9,243+29.5% | $10,885+10.0% |