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 | $17,520 | $87,733-80.0% | $106,548-83.6% | $85,850-79.6% |
| Participation rate | 93.1% | 71.9%+21.2pp | 76.1%+17.0pp | 69.3%+23.8pp |
| Annual return | 9.11% | 21.86%-12.7pp | 26.80%-17.7pp | 318.53%-309.4pp |
| Employer contribution / active EE | $747 | $2,073-63.9% | $2,819-73.5% | $2,565-70.9% |
| Participant deferral / active EE | $362 | $3,469-89.6% | $4,398-91.8% | $3,952-90.8% |
| Admin fee / account holder | $2,633 | $6,767-61.1% | $7,407-64.4% | $6,260-57.9% |