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 | $4,570 | $99,877-95.4% | $84,966-94.6% | $145,922-96.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 7.71% | 83.76%-76.1pp | 66.38%-58.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,578 | $3,231-51.2% | $2,727-42.1% | $4,660-66.1% |
| Participant deferral / active EE | $639 | $5,291-87.9% | $4,519-85.9% | $6,688-90.4% |
| Admin fee / account holder | $1,265 | $7,248-82.5% | $6,149-79.4% | $13,397-90.6% |