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 | $23,862 | $109,881-78.3% | $150,045-84.1% | $84,808-71.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 7.94% | 28.25%-20.3pp | 62.55%-54.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $1,644 | $3,561-53.8% | $4,693-65.0% | $2,631-37.5% |
| Participant deferral / active EE | $1,393 | $6,636-79.0% | $7,997-82.6% | $4,212-66.9% |
| Admin fee / account holder | $3,933 | $8,568-54.1% | $13,435-70.7% | $7,344-46.4% |