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 | $31,064 | $138,347-77.5% | $184,203-83.1% | $80,856-61.6% |
| Participation rate | 88.4% | 83.9%+4.5pp | 86.8%+1.6pp | 67.6%+20.7pp |
| Annual return | 9.26% | 20.02%-10.8pp | 28.81%-19.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,186 | $4,850-54.9% | $6,427-66.0% | $2,755-20.7% |
| Participant deferral / active EE | $2,341 | $7,071-66.9% | $9,131-74.4% | $4,296-45.5% |
| Admin fee / account holder | $9,500 | $10,483-9.4% | $13,901-31.7% | $6,918+37.3% |