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 | $14,942 | $175,202-91.5% | $149,673-90.0% | $139,434-89.3% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 10.45% | 166.71%-156.3pp | 134.42%-124.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $3,797 | $5,474-30.6% | $4,818-21.2% | $4,751-20.1% |
| Participant deferral / active EE | $565 | $6,519-91.3% | $5,680-90.1% | $6,710-91.6% |
| Admin fee / account holder | $6,879 | $16,150-57.4% | $13,210-47.9% | $11,403-39.7% |