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 6-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 | $3,040 | $183,519-98.3% | $155,509-98.0% | $145,922-97.9% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 8.65% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,889 | $5,313-64.4% | $4,672-59.6% | $4,660-59.5% |
| Participant deferral / active EE | $1,346 | $6,462-79.2% | $5,626-76.1% | $6,688-79.9% |
| Admin fee / account holder | $4,499 | $19,313-76.7% | $15,912-71.7% | $13,397-66.4% |