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 | $7,850 | $89,355-91.2% | $141,162-94.4% | $72,985-89.2% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 7.43% | 111.85%-104.4pp | 71.39%-64.0pp | 81.00%-73.6pp |
| Employer contribution / active EE | $823 | $3,114-73.6% | $4,735-82.6% | $2,440-66.3% |
| Participant deferral / active EE | $1,056 | $5,418-80.5% | $6,709-84.3% | $3,607-70.7% |
| Admin fee / account holder | $520 | $5,958-91.3% | $10,261-94.9% | $5,124-89.9% |