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 | $6,437 | $71,050-90.9% | $93,606-93.1% | $80,856-92.0% |
| Participation rate | 84.2% | 60.4%+23.8pp | 68.7%+15.5pp | 67.6%+16.6pp |
| Annual return | 9.39% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $439 | $1,564-72.0% | $2,420-81.9% | $2,755-84.1% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $640 | $6,945-90.8% | $8,285-92.3% | $6,918-90.8% |