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 | $18,297 | $140,940-87.0% | $112,229-83.7% | $139,434-86.9% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | 2.81% | 32.71%-29.9pp | 30.20%-27.4pp | 372.94%-370.1pp |
| Employer contribution / active EE | $3,256 | $4,283-24.0% | $3,430-5.1% | $4,751-31.5% |
| Participant deferral / active EE | $559 | $5,874-90.5% | $4,798-88.4% | $6,710-91.7% |
| Admin fee / account holder | $802 | $9,954-91.9% | $7,748-89.7% | $11,403-93.0% |