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 | $11,673 | $77,145-84.9% | $108,410-89.2% | $85,850-86.4% |
| Participation rate | 73.7% | 74.7%-1.0pp | 80.1%-6.4pp | 69.3%+4.4pp |
| Annual return | 12.81% | 44.54%-31.7pp | 905.27%-892.5pp | 318.53%-305.7pp |
| Employer contribution / active EE | $660 | $2,379-72.3% | $3,558-81.5% | $2,565-74.3% |
| Participant deferral / active EE | $1,342 | $5,566-75.9% | $6,563-79.6% | $3,952-66.0% |
| Admin fee / account holder | $323 | $5,172-93.8% | $7,295-95.6% | $6,260-94.8% |