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 | $15,111 | $89,753-83.2% | $107,525-85.9% | $84,808-82.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 3.33% | 29.48%-26.2pp | 181.32%-178.0pp | 40.90%-37.6pp |
| Employer contribution / active EE | $1,526 | $3,113-51.0% | $3,754-59.3% | $2,631-42.0% |
| Participant deferral / active EE | $360 | $4,056-91.1% | $5,116-93.0% | $4,212-91.5% |
| Admin fee / account holder | $1,741 | $7,222-75.9% | $8,919-80.5% | $7,344-76.3% |