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 5-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 | $5,209 | $101,724-94.9% | $164,813-96.8% | $80,856-93.6% |
| Participation rate | 92.0% | 71.8%+20.2pp | 78.6%+13.4pp | 67.6%+24.4pp |
| Annual return | 5.21% | 16.72%-11.5pp | 69.93%-64.7pp | 35.59%-30.4pp |
| Employer contribution / active EE | $1,068 | $2,953-63.8% | $4,341-75.4% | $2,755-61.2% |
| Participant deferral / active EE | $1,806 | $4,477-59.7% | $6,031-70.0% | $4,296-57.9% |
| Admin fee / account holder | $4,634 | $8,227-43.7% | $12,690-63.5% | $6,918-33.0% |