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 9-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 | $19,535 | $109,881-82.2% | $150,045-87.0% | $84,808-77.0% |
| Participation rate | 71.6% | 76.1%-4.4pp | 82.3%-10.7pp | 68.3%+3.3pp |
| Annual return | 13.75% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,239 | $3,561+19.0% | $4,693-9.7% | $2,631+61.1% |
| Participant deferral / active EE | $1,557 | $6,636-76.5% | $7,997-80.5% | $4,212-63.0% |
| Admin fee / account holder | $6,265 | $8,568-26.9% | $13,435-53.4% | $7,344-14.7% |