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 | $11,699 | $185,822-93.7% | $169,993-93.1% | $139,434-91.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 8.19% | 60.50%-52.3pp | 53.37%-45.2pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,698 | $7,590-77.6% | $6,785-75.0% | $4,751-64.3% |
| Participant deferral / active EE | $1,746 | $11,622-85.0% | $10,408-83.2% | $6,710-74.0% |
| Admin fee / account holder | $7,196 | $15,381-53.2% | $12,815-43.8% | $11,403-36.9% |