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 | $29,146 | $197,591-85.2% | $177,821-83.6% | $158,922-81.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 4.06% | 58.76%-54.7pp | 48.32%-44.3pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,844 | $6,697-72.5% | $5,918-68.8% | $4,761-61.3% |
| Participant deferral / active EE | $2,086 | $8,405-75.2% | $7,714-73.0% | $5,982-65.1% |
| Admin fee / account holder | $12,655 | $15,399-17.8% | $12,427+1.8% | $11,246+12.5% |