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 | $6,046 | $80,717-92.5% | $154,803-96.1% | $84,808-92.9% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 4.90% | 37.96%-33.1pp | 58.88%-54.0pp | 40.90%-36.0pp |
| Employer contribution / active EE | $1,228 | $2,761-55.5% | $4,305-71.5% | $2,631-53.3% |
| Participant deferral / active EE | $276 | $3,303-91.6% | $5,540-95.0% | $4,212-93.5% |
| Admin fee / account holder | $4,755 | $6,746-29.5% | $14,329-66.8% | $7,344-35.3% |