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 | $22,776 | $87,013-73.8% | $106,213-78.6% | $80,856-71.8% |
| Participation rate | 87.9% | 70.4%+17.4pp | 75.3%+12.6pp | 67.6%+20.2pp |
| Annual return | 9.37% | 17.05%-7.7pp | 116.14%-106.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,712 | $2,395+13.2% | $3,171-14.5% | $2,755-1.6% |
| Participant deferral / active EE | $1,177 | $3,986-70.5% | $5,016-76.5% | $4,296-72.6% |
| Admin fee / account holder | $3,678 | $8,431-56.4% | $11,033-66.7% | $6,918-46.8% |