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 | $5,821 | $171,865-96.6% | $149,718-96.1% | $147,584-96.1% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 7.16% | 2113.22%-2106.1pp | 1501.63%-1494.5pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,518 | $6,275-75.8% | $5,445-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $1,717 | $7,271-76.4% | $6,569-73.9% | $5,439-68.4% |
| Admin fee / account holder | $25,876 | $13,799+87.5% | $11,283+129.3% | $10,885+137.7% |