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 | $13,515 | $91,190-85.2% | $178,490-92.4% | $79,858-83.1% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 4.68% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $1,039 | $3,256-68.1% | $5,011-79.3% | $2,471-57.9% |
| Participant deferral / active EE | $645 | $3,236-80.1% | $5,202-87.6% | $3,740-82.8% |
| Admin fee / account holder | $779 | $6,751-88.5% | $13,984-94.4% | $5,306-85.3% |