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 | $18,514 | $85,766-78.4% | $136,294-86.4% | $70,131-73.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.17% | 31.45%-22.3pp | 5155.94%-5146.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $725 | $2,966-75.6% | $4,695-84.6% | $2,342-69.0% |
| Participant deferral / active EE | $1,066 | $5,051-78.9% | $6,247-82.9% | $3,332-68.0% |
| Admin fee / account holder | $1,113 | $5,420-79.5% | $9,243-88.0% | $4,645-76.0% |