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 | $6,068 | $70,428-91.4% | $96,562-93.7% | $85,850-92.9% |
| Participation rate | 93.1% | 61.8%+31.3pp | 69.8%+23.3pp | 69.3%+23.8pp |
| Annual return | 10.24% | 18.59%-8.4pp | 37.78%-27.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $293 | $1,413-79.3% | $2,356-87.6% | $2,565-88.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,433 | $4,997-11.3% | $6,181-28.3% | $6,260-29.2% |