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 | $21,027 | $81,460-74.2% | $103,333-79.7% | $80,856-74.0% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 10.21% | 25.55%-15.3pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,008 | $3,105-67.5% | $3,868-73.9% | $2,755-63.4% |
| Participant deferral / active EE | $1,363 | $3,869-64.8% | $5,057-73.1% | $4,296-68.3% |
| Admin fee / account holder | $5,869 | $6,566-10.6% | $8,355-29.8% | $6,918-15.2% |