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 | $20,645 | $76,367-73.0% | $93,606-77.9% | $72,985-71.7% |
| Participation rate | 70.0% | 71.7%-1.7pp | 75.8%-5.8pp | 69.5%+0.5pp |
| Annual return | 13.00% | 25.82%-12.8pp | 32.76%-19.8pp | 81.00%-68.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $508 | $3,538-85.6% | $4,069-87.5% | $3,607-85.9% |
| Admin fee / account holder | $326 | $6,838-95.2% | $7,888-95.9% | $5,124-93.6% |