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 | $31,640 | $183,963-82.8% | $162,163-80.5% | $152,861-79.3% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.4%+1.8pp |
| Annual return | 4.82% | 150.76%-145.9pp | 115.59%-110.8pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,460 | $6,371-61.4% | $5,614-56.2% | $4,762-48.3% |
| Participant deferral / active EE | $2,634 | $8,034-67.2% | $7,298-63.9% | $5,850-55.0% |
| Admin fee / account holder | $5,630 | $13,121-57.1% | $10,843-48.1% | $11,596-51.4% |