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 | $13,412 | $175,202-92.3% | $149,673-91.0% | $139,434-90.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.52% | 166.71%-161.2pp | 134.42%-128.9pp | 372.94%-367.4pp |
| Employer contribution / active EE | $1,955 | $5,474-64.3% | $4,818-59.4% | $4,751-58.9% |
| Participant deferral / active EE | $1,783 | $6,519-72.6% | $5,680-68.6% | $6,710-73.4% |
| Admin fee / account holder | $38,220 | $16,150+136.7% | $13,210+189.3% | $11,403+235.2% |