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 | $13,150 | $58,264-77.4% | $86,612-84.8% | $71,457-81.6% |
| Participation rate | 88.1% | 65.0%+23.1pp | 71.7%+16.4pp | 67.9%+20.2pp |
| Annual return | 9.17% | 21.63%-12.5pp | 591.07%-581.9pp | 28.85%-19.7pp |
| Employer contribution / active EE | $457 | $2,574-82.2% | $3,022-84.9% | $2,588-82.3% |
| Participant deferral / active EE | $733 | $3,436-78.7% | $4,438-83.5% | $4,289-82.9% |
| Admin fee / account holder | $1,423 | $1,057+34.6% | $5,614-74.6% | $1,587-10.3% |