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 | $31,452 | $95,803-67.2% | $113,168-72.2% | $84,808-62.9% |
| Participation rate | 89.1% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.8pp |
| Annual return | 10.02% | 25.00%-15.0pp | 24.27%-14.2pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,581 | $2,360+94.1% | $2,975+54.0% | $2,631+74.1% |
| Participant deferral / active EE | $933 | $4,242-78.0% | $5,107-81.7% | $4,212-77.9% |
| Admin fee / account holder | $3,166 | $8,989-64.8% | $12,068-73.8% | $7,344-56.9% |