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 | $5,602 | $94,625-94.1% | $116,228-95.2% | $84,808-93.4% |
| Participation rate | 71.7% | 70.4%+1.2pp | 74.6%-2.9pp | 68.3%+3.4pp |
| Annual return | 10.07% | 20.40%-10.3pp | 90.06%-80.0pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $558 | $3,972-85.9% | $4,953-88.7% | $4,212-86.7% |
| Admin fee / account holder | $4,858 | $10,091-51.9% | $11,989-59.5% | $7,344-33.8% |