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 | $21,046 | $70,587-70.2% | $124,672-83.1% | $85,850-75.5% |
| Participation rate | 83.9% | 64.4%+19.5pp | 74.6%+9.3pp | 69.3%+14.6pp |
| Annual return | 10.21% | 20688.83%-20678.6pp | 5142.93%-5132.7pp | 318.53%-308.3pp |
| Employer contribution / active EE | $3,320 | $1,913+73.5% | $3,324-0.1% | $2,565+29.4% |
| Participant deferral / active EE | $1,081 | $2,969-63.6% | $4,614-76.6% | $3,952-72.6% |
| Admin fee / account holder | $898 | $5,282-83.0% | $7,493-88.0% | $6,260-85.7% |