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 | $18,431 | $202,318-90.9% | $172,739-89.3% | $152,861-87.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 11.42% | 1029.65%-1018.2pp | 802.84%-791.4pp | 345.32%-333.9pp |
| Employer contribution / active EE | $1,336 | $5,856-77.2% | $5,143-74.0% | $4,762-72.0% |
| Participant deferral / active EE | $1,457 | $5,948-75.5% | $5,198-72.0% | $5,850-75.1% |
| Admin fee / account holder | $449 | $17,109-97.4% | $13,954-96.8% | $11,596-96.1% |