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 | $5,138 | $60,892-91.6% | $82,389-93.8% | $84,808-93.9% |
| Participation rate | 92.5% | 63.3%+29.2pp | 69.5%+22.9pp | 68.3%+24.1pp |
| Annual return | 11.09% | 37.29%-26.2pp | 28.67%-17.6pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,295 | $1,779-27.2% | $2,517-48.6% | $2,631-50.8% |
| Participant deferral / active EE | $95 | $3,179-97.0% | $4,155-97.7% | $4,212-97.8% |
| Admin fee / account holder | $379 | $5,467-93.1% | $7,231-94.8% | $7,344-94.8% |