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 | $17,974 | $78,422-77.1% | $95,952-81.3% | $79,858-77.5% |
| Participation rate | 72.4% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.8pp |
| Annual return | 4.45% | 19.37%-14.9pp | 91.61%-87.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $690 | $1,945-64.5% | $2,541-72.9% | $2,471-72.1% |
| Participant deferral / active EE | $444 | $3,440-87.1% | $4,167-89.3% | $3,740-88.1% |
| Admin fee / account holder | $601 | $5,622-89.3% | $6,795-91.1% | $5,306-88.7% |