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 | $16,139 | $202,318-92.0% | $172,739-90.7% | $152,861-89.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.17% | 1029.65%-1024.5pp | 802.84%-797.7pp | 345.32%-340.1pp |
| Employer contribution / active EE | $4,229 | $5,856-27.8% | $5,143-17.8% | $4,762-11.2% |
| Participant deferral / active EE | $493 | $5,948-91.7% | $5,198-90.5% | $5,850-91.6% |
| Admin fee / account holder | $3,199 | $17,109-81.3% | $13,954-77.1% | $11,596-72.4% |