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 | $15,923 | $89,753-82.3% | $107,525-85.2% | $84,808-81.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.62% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,252 | $3,113-59.8% | $3,754-66.6% | $2,631-52.4% |
| Participant deferral / active EE | $1,423 | $4,056-64.9% | $5,116-72.2% | $4,212-66.2% |
| Admin fee / account holder | $4,574 | $7,222-36.7% | $8,919-48.7% | $7,344-37.7% |