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 | $21,551 | $137,414-84.3% | $189,513-88.6% | $85,850-74.9% |
| Participation rate | 71.0% | 84.6%-13.6pp | 87.8%-16.8pp | 69.3%+1.7pp |
| Annual return | 9.25% | 38.14%-28.9pp | 555.15%-545.9pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,761 | $4,344-59.5% | $6,162-71.4% | $2,565-31.3% |
| Participant deferral / active EE | $2,305 | $6,260-63.2% | $8,221-72.0% | $3,952-41.7% |
| Admin fee / account holder | $10,374 | $8,630+20.2% | $12,045-13.9% | $6,260+65.7% |