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 | $24,590 | $137,414-82.1% | $189,513-87.0% | $85,850-71.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 87.8%+6.3pp | 69.3%+24.8pp |
| Annual return | 5.85% | 38.14%-32.3pp | 555.15%-549.3pp | 318.53%-312.7pp |
| Employer contribution / active EE | $1,496 | $4,344-65.6% | $6,162-75.7% | $2,565-41.7% |
| Participant deferral / active EE | $2,616 | $6,260-58.2% | $8,221-68.2% | $3,952-33.8% |
| Admin fee / account holder | $3,617 | $8,630-58.1% | $12,045-70.0% | $6,260-42.2% |